# Buckno Lisicky & Company Health & Welfare Plan
Source: https://planprovider.pro/companies/buckno-lisicky-company-232426656-501

> Buckno Lisicky & Company's Health & Welfare plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Buckno Lisicky & Company

- **Sponsor EIN:** 232426656

- **Sponsor Address:** 645 HAMILTON STREET, ALLENTOWN, PA, 181012108

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 42

- **Total Assets:** $11,286

## 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.|

| 2024|42|$11,286|$681,463|$107,642|

| 2023|41|$6,642|$535,444|$80,728|

| 2022|50|$33,230|$444,901|$77,517|

## 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|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$24,908|—|$24,908|

| THE BENECON GROUP|Investment Advisor|$12,738|—|$12,738|

| CAPITAL BLUECROSS|Other Service Provider|$10,304|—|$10,304|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BSI CORPORATE BENEFITS, LLC](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,950

- **Estimated Expense Ratio:** 424.863% 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|

| 2024|$861,405|—|—|—|—|

| 2023|$659,842|—|—|—|—|

| 2022|$543,331|—|—|—|—|

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