# Cavallo Automotive, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/cavallo-automotive-inc-262876689-501

> Cavallo Automotive, INC.'s Health & Welfare plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cavallo Automotive, INC.

- **Sponsor EIN:** 262876689

- **Sponsor Address:** 1477 WILMINGTON PIKE, WEST CHESTER, PA, 19382

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 44

- **Total Assets:** $86,914

## 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|44|$86,914|$421,073|$193,149|

| 2023|45|$28,383|$413,918|$158,733|

| 2022|48|$24,636|$378,017|$133,224|

## 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|

| TYCOR BENEFIT ADMINISTRATORS, INC.|Investment Advisor|$21,520|—|$21,520|

| THE BENECON GROUP, LLC|Investment Advisor|$16,902|—|$16,902|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$7,465|—|$7,465|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,887

- **Estimated Expense Ratio:** 52.796% 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|$535,359|—|—|—|—|

| 2023|$590,000|—|—|—|—|

| 2022|$522,597|—|—|—|—|

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