# Finzer Brothers Beneficial Assoc Health & Welfare Plan
Source: https://planprovider.pro/companies/finzer-brothers-beneficial-assoc-237094204-504

> Finzer Brothers Beneficial Assoc's Health & Welfare plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finzer Brothers Beneficial Assoc

- **Sponsor EIN:** 237094204

- **Sponsor Address:** PO BOX 430, SUGARCREEK, OH, 44681

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 300

- **Total Assets:** $305,687

## 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|300|$305,687|$22,503|$75,010|

| 2023|326|$321,192|$24,120|$80,400|

| 2022|335|$313,970|$25,500|$84,520|

## 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|

| HALL, KISTLER & COMPANY LLP|Other Service Provider|$12,920|—|$12,920|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,920

- **Estimated Expense Ratio:** 4.227% 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|$17,052|—|—|$8,895|—|

| 2023|$16,804|—|—|$8,515|—|

| 2022|$16,784|—|—|—|$12,550|

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