Plan Snapshot
- Plan Sponsor: Emory Hill Real Estate Services, INC.
- Sponsor EIN: 510330083
- Sponsor Address: 10 CORPORATE CIRCLE, STE 100, NEW CASTLE, DE, 19720
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 39
- Total Assets: $304,757
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 | 39 | $304,757 | $440,804 | $213,043 |
| 2023 | 36 | $169,941 | $439,972 | $171,271 |
| 2022 | 96 | $28,254 | $358,648 | $163,396 |
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 |
|---|---|---|---|---|
| WEINER BENEFITS GROUP | Investment Advisor | $16,872 | — | $16,872 |
| THE BENECON GROUP, LLC | Investment Advisor | $14,683 | — | $14,683 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,555
- Estimated Expense Ratio: 10.354% 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 | $532,526 | — | — | — | — |
| 2023 | $465,403 | — | — | — | — |
| 2022 | $560,725 | — | — | — | — |