Plan Snapshot
- Plan Sponsor: Broadbent & Associates, INC.
- Sponsor EIN: 880249630
- Sponsor Address: 8 W. PACIFIC AVENUE, HENDERSON, NV, 89015
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 119
- Total Assets: $123,661
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 119 | $123,661 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $97,147 | — | $97,147 |
| DILLON HEALTH | Investment Advisor | $50,050 | — | $50,050 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $10,767 | — | $10,767 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,964
- Estimated Expense Ratio: 127.740% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,598,835 | — | — | — | — |