# Farinelli Construction, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/farinelli-construction-inc-251592680-501

> Farinelli Construction, INC.'s Health & Welfare plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farinelli Construction, INC.

- **Sponsor EIN:** 251592680

- **Sponsor Address:** 611 GETTYSBURG PIKE, STE. 101, MECHANICSBURG, PA, 17055

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 22

- **Total Assets:** $87,866

## 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|22|$87,866|$307,971|$76,196|

| 2023|52|$29,415|$269,261|$79,366|

| 2022|23|$31,827|$204,936|$85,786|

## 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|

| GUNN-MOWERY LLC|Investment Advisor|$8,120|—|$8,120|

| THE BENECON GROUP, LLC|Investment Advisor|$5,568|—|$5,568|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,688

- **Estimated Expense Ratio:** 15.578% 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|$331,496|—|—|—|—|

| 2023|$348,483|—|—|—|—|

| 2022|$284,029|—|—|—|—|

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