# Business Valuation Advisors, LLC Dba Bva Group LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/business-valuation-advisors-llc-dba-bva-group-llc-061762342-501

> Business Valuation Advisors, LLC Dba Bva Group LLC's Health & Welfare plan: 49 participants, plan year 2025 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Business Valuation Advisors, LLC Dba Bva Group LLC

- **Sponsor EIN:** 061762342

- **Sponsor Address:** 7250 DALLAS PARKWAY, PLANO, TX, 75024

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 49

- **Total Assets:** $36,050

## 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|49|$36,050|$0|$0|

| 2024|47|$27,376|$536,040|$144,037|

| 2023|52|$802|$46,575|$8,295|

| 2022|52|$26,667|$520,674|$92,510|

## 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|

| FROST INSURANCE AGENCY, INC. - TEXA|Investment Advisor|$22,440|—|$22,440|

| THE BENECON GROUP|Investment Advisor|$18,120|—|$18,120|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$10,376|—|$10,376|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,936

- **Estimated Expense Ratio:** 141.293% 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|$826,502|—|—|—|—|

| 2024|$555,033|—|—|—|—|

| 2023|$203,037|—|—|—|—|

| 2022|$719,733|—|—|—|—|

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