# Cga Law Firm, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/cga-law-firm-p-c-232628089-502

> Cga Law Firm, P.C.'s Health & Welfare plan: 45 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cga Law Firm, P.C.

- **Sponsor EIN:** 232628089

- **Sponsor Address:** 135 N. GEORGE STREET, YORK, PA, 17401

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 45

- **Total Assets:** $87,639

## 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|45|$87,639|$0|$0|

| 2024|66|$158,355|$600,121|$154,433|

| 2023|43|$186,011|$453,398|$150,288|

| 2022|46|$216,375|$477,348|$98,221|

## 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|$45,678|—|$45,678|

| CAPITAL BLUECROSS|Other Service Provider|$13,077|—|$13,077|

| PCI (PA CHAMBER INSURANCE)|Investment Advisor|$10,479|—|$10,479|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,234

- **Estimated Expense Ratio:** 78.999% 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|$720,950|—|—|—|—|

| 2024|$786,728|—|—|—|—|

| 2023|$638,553|—|—|—|—|

| 2022|$537,333|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cga-law-firm-p-c-232628089-502)

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