# Craft Wholesalers, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/craft-wholesalers-inc-311000992-502

> Craft Wholesalers, INC.'s Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Craft Wholesalers, INC.

- **Sponsor EIN:** 311000992

- **Sponsor Address:** 4600 S HAMILTON RD, GROVEPORT, OH, 43125

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 31

- **Total Assets:** $3,956

## 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|31|$3,956|$467,978|$287|

| 2023|43|$2,579|$376,467|$154|

| 2022|49|$94,550|$263,102|$167,468|

## 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|

| MCGOHAN BRABENDER|Investment Advisor|$17,465|—|$17,465|

| THE BENECON GROUP|Investment Advisor|$12,380|—|$12,380|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$10,030|—|$10,030|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,875

- **Estimated Expense Ratio:** 1007.963% 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|$423,767|—|—|—|—|

| 2023|$503,855|—|—|—|—|

| 2022|$366,036|—|—|—|—|

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