# F.X. Caprara Auto Sales, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/f-x-caprara-auto-sales-inc-463836591-501

> F.X. Caprara Auto Sales, INC.'s Health & Welfare plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** F.X. Caprara Auto Sales, INC.

- **Sponsor EIN:** 463836591

- **Sponsor Address:** 23115 NYS ROUTE 12, WATERTOWN, NY, 13601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 58

- **Total Assets:** $35,110

## 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|58|$35,110|$708,632|$30,026|

## 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|

| UNITED PROFESSIONAL ADVISORS, LLC.|Investment Advisor|$21,240|—|$21,240|

| THE BENECON GROUP|Investment Advisor|$14,110|—|$14,110|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$5,062|—|$5,062|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,412

- **Estimated Expense Ratio:** 115.101% 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|$848,112|—|—|—|—|

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