# Compleat Restorations, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/compleat-restorations-inc-232279098-501

> Compleat Restorations, INC.'s Health & Welfare plan: 42 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Compleat Restorations, INC.

- **Sponsor EIN:** 232279098

- **Sponsor Address:** 702 POINTVIEW AVE., EPHRATA, PA, 175222362

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 42

- **Total Assets:** $87,316

## 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|42|$87,316|$0|$0|

| 2024|37|$22,726|$279,106|$56,095|

| 2023|30|$11,913|$163,761|$92,603|

| 2022|27|$35,814|$13,553|$7,998|

## 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|$28,296|—|$28,296|

| ENGLE HAMBRIGHT & DAVIES, INC.|Investment Advisor|$11,919|—|$11,919|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,215

- **Estimated Expense Ratio:** 46.057% 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|$332,342|—|—|—|—|

| 2024|$323,419|—|—|—|—|

| 2023|$377,844|—|—|—|—|

| 2022|$15,392|—|—|—|—|

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