# Carman Ford Lincoln, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/carman-ford-lincoln-inc-510265392-502

> Carman Ford Lincoln, INC.'s Health & Welfare plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carman Ford Lincoln, INC.

- **Sponsor EIN:** 510265392

- **Sponsor Address:** 193 S. DUPONT HIGHWAY, NEW CASTLE, DE, 19720

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 56

- **Total Assets:** $70,884

## 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|56|$70,884|$501,404|$322,464|

| 2023|65|$52,384|$597,644|$306,490|

| 2022|75|$63,818|$554,865|$312,344|

## 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|

| WEINER BENEFITS GROUP|Investment Advisor|$20,055|—|$20,055|

| THE BENECON GROUP|Investment Advisor|$16,742|—|$16,742|

| HIGHMARK OF DELAWARE|Other Service Provider|$14,966|—|$14,966|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,763

- **Estimated Expense Ratio:** 73.025% 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|$908,979|—|—|—|—|

| 2023|$924,639|—|—|—|—|

| 2022|$950,232|—|—|—|—|

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