# Energage, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/energage-llc-208156907-501

> Energage, LLC's Health & Welfare plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Energage, LLC

- **Sponsor EIN:** 208156907

- **Sponsor Address:** 397 EAGLEVIEW BLVD, EXTON, PA, 193413200

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 96

- **Total Assets:** $74,835

## 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|96|$74,835|$725,876|$252,164|

| 2023|97|$172,263|$611,762|$365,764|

| 2022|100|$164,305|$803,742|$29,490|

## 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|

| UMR|Other Service Provider|$62,073|—|$62,073|

| BIRCH BENEFITS, LLC|Investment Advisor|$37,620|—|$37,620|

| THE BENECON GROUP, LLC|Investment Advisor|$28,645|—|$28,645|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,338

- **Estimated Expense Ratio:** 171.495% 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|$1,112,425|—|—|—|—|

| 2023|$1,007,009|—|—|—|—|

| 2022|$615,338|—|—|—|—|

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