# Emory Hill Real Estate Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/emory-hill-real-estate-services-inc-510330083-501

> Emory Hill Real Estate Services, INC.'s Health & Welfare plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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