# Ct Install America LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ct-install-america-llc-830376638-501

> Ct Install America LLC's Health & Welfare plan: 32 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ct Install America LLC

- **Sponsor EIN:** 830376638

- **Sponsor Address:** 1353 ALLEGHENYVILLE ROAD, MOHNTON, PA, 195407791

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 32

- **Total Assets:** $84,860

## 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|32|$84,860|$0|$0|

| 2024|36|$44,437|$278,249|$157,075|

## 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|$40,641|—|$40,641|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$12,300|—|$12,300|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,941

- **Estimated Expense Ratio:** 62.386% 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|$514,680|—|—|—|—|

| 2024|$413,580|—|—|—|—|

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