# Envinity, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/envinity-inc-205967335-501

> Envinity, INC.'s Health & Welfare plan: 66 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Envinity, INC.

- **Sponsor EIN:** 205967335

- **Sponsor Address:** 25 DECIBEL ROAD, SUITE 205, STATE COLLEGE, PA, 16801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 66

- **Total Assets:** $105,781

## 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.|

| 2025|66|$105,781|$0|$0|

| 2024|57|$42,239|$478,655|$83,753|

| 2023|55|$12,460|$319,836|$109,727|

| 2022|58|$20,945|$18,716|$9,888|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$44,455|—|$44,455|

| APERTURE CONSULTING-RICHARD WILBER|Investment Advisor|$19,920|—|$19,920|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,375

- **Estimated Expense Ratio:** 60.857% 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|

| 2025|$489,639|—|—|—|—|

| 2024|$652,580|—|—|—|—|

| 2023|$435,800|—|—|—|—|

| 2022|$30,065|—|—|—|—|

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