# E-Z Way Auto Sales INC Health & Welfare Plan
Source: https://planprovider.pro/companies/e-z-way-auto-sales-inc-561338526-501

> E-Z Way Auto Sales INC's Health & Welfare plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E-Z Way Auto Sales INC

- **Sponsor EIN:** 561338526

- **Sponsor Address:** 840 13TH STREET PL SW, HICKORY, NC, 286023100

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 98

- **Total Assets:** $0

## 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|98|$0|$0|$0|

| 2023|0|$0|$0|$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|

| ALLIED BENEFIT SYSTEMS|Other Service Provider|$60,358|—|$60,358|

| C.B. WOOD FINANCIAL LLC|Investment Advisor|$54,630|—|$54,630|

| SHARX LLC|Other Service Provider|$26,711|—|$26,711|

| FIRST HEALTH|Other Service Provider|$8,479|—|$8,479|

| KISX CARD LLC|Other Service Provider|$7,284|—|$7,284|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $157,462

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

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