# Disabled American Veterans Health & Welfare Plan
Source: https://planprovider.pro/companies/disabled-american-veterans-310263158-525

> Disabled American Veterans's Health & Welfare plan: 554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Disabled American Veterans

- **Sponsor EIN:** 310263158

- **Sponsor Address:** 860 DOLWICK DRIVE, ERLANGER, KY, 41018

- **Plan Type:** Health & Welfare

- **Plan Number:** 525

- **Total Participants:** 554

- **Total Assets:** $4.0M

## 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|554|$4.0M|$3.7M|$0|

| 2023|546|$3.7M|$4.3M|$0|

| 2022|543|$2.7M|$3.0M|$0|

## 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|

| FIFTH THIRD BANK RETIREMENT SRVCS|Other Service Provider|$6,312|—|$6,312|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,312

- **Estimated Expense Ratio:** 0.159% 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|$6,312|$6,312|—|—|—|

| 2023|$5,284|$5,284|—|—|—|

| 2022|$5,683|—|—|—|$5,683|

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