# F.O.P. Lower Merion Police Lodge #28 Health & Welfare Plan
Source: https://planprovider.pro/companies/f-o-p-lower-merion-police-lodge-28-237178445-501

> F.O.P. Lower Merion Police Lodge #28's Health & Welfare plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** F.O.P. Lower Merion Police Lodge #28

- **Sponsor EIN:** 237178445

- **Sponsor Address:** 420 ADAIR ROAD, HOLMES, PA, 19043

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 124

- **Total Assets:** $1.9M

## 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|124|$1.9M|$149,533|$0|

| 2023|124|$1.8M|$155,835|$0|

| 2022|117|$1.7M|$128,669|$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|

| NOVAK FRANCELLA LLC|Auditor|$20,588|—|$20,588|

| CHARLES SCHWAB|Recordkeeper|$7,557|—|$7,557|

| DUDA ACTUARIAL CONSULTING, INC.|Other Service Provider|$5,500|—|$5,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,645

- **Estimated Expense Ratio:** 1.780% 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|$40,154|$8,294|—|$20,588|—|

| 2023|$38,690|$8,253|—|$20,654|—|

| 2022|$37,736|$8,979|—|—|$24,413|

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