Plan Snapshot
- Plan Sponsor: Corporate Relocation, LLC
- Sponsor EIN: 752239488
- Sponsor Address: 301 INTERNATIONAL PARKWAY, FLOWER MOUND, TX, 75022
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 87
- Total Assets: $305,560
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 | 87 | $305,560 | $1.2M | $53,714 |
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 |
|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA - NEVAD | Investment Advisor | $75,250 | — | $75,250 |
| THE BENECON GROUP | Investment Advisor | $28,426 | — | $28,426 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $7,686 | — | $7,686 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,362
- Estimated Expense Ratio: 36.445% 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 | $1,079,645 | — | — | — | — |