# Capozzi Adler, P.C Health & Welfare Plan
Source: https://planprovider.pro/companies/capozzi-adler-p-c-232911821-501

> Capozzi Adler, P.C's Health & Welfare plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capozzi Adler, P.C

- **Sponsor EIN:** 232911821

- **Sponsor Address:** 2933 N FRONT ST, HARRISBURG, PA, 171101250

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 25

- **Total Assets:** $595

## 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|25|$595|$394,789|$93,266|

| 2023|24|$16,983|$236,840|$151,014|

| 2022|20|$1,460|$221,437|$77,082|

## 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|Investment Advisor|$12,896|—|$12,896|

| MPB RISK SERVICES, LLC|Investment Advisor|$5,436|—|$5,436|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,332

- **Estimated Expense Ratio:** 3081.008% 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|$392,580|—|—|—|—|

| 2023|$487,346|—|—|—|—|

| 2022|$303,079|—|—|—|—|

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