# Choice Services International, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/choice-services-international-inc-232828406-501

> Choice Services International, INC.'s Health & Welfare plan: 46 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Choice Services International, INC.

- **Sponsor EIN:** 232828406

- **Sponsor Address:** 211 BENIGNO BLVD, BELLMAWR, NJ, 08031

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 46

- **Total Assets:** $171,601

## 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|46|$171,601|$0|$0|

| 2024|48|$81,266|$671,267|$217,994|

| 2023|43|$7,678|$637,098|$215,392|

| 2022|51|$13,440|$502,305|$218,095|

## 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, LLC|Investment Advisor|$51,635|—|$51,635|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$34,154|—|$34,154|

| LUCENT HEALTH|Other Service Provider|$21,848|—|$21,848|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,637

- **Estimated Expense Ratio:** 62.725% 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|$928,319|—|—|—|—|

| 2024|$713,805|—|—|—|—|

| 2023|$864,960|—|—|—|—|

| 2022|$725,456|—|—|—|—|

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