# Form-Up Foundations, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/form-up-foundations-llc-271080938-501

> Form-Up Foundations, LLC's Health & Welfare plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Form-Up Foundations, LLC

- **Sponsor EIN:** 271080938

- **Sponsor Address:** 1032 NH-119 UNIT 4, RINDGE, NH, 03461

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 43

- **Total Assets:** $13,861

## 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|43|$13,861|$229,478|$124,384|

| 2023|40|$58,161|$178,162|$96,602|

## 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|

| HEALTH PLANS, INC|Other Service Provider|$30,553|—|$30,553|

| RICHARDS, INC.|Investment Advisor|$17,010|—|$17,010|

| THE BENECON GROUP|Investment Advisor|$11,790|—|$11,790|

### Verified Provider Profiles

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

- [RICHARDS, INC.](https://planprovider.pro/provider/trg-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,353

- **Estimated Expense Ratio:** 428.201% 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|$532,818|—|—|—|—|

| 2023|$224,118|—|—|—|—|

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