# Fresh Roasted Coffee, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/fresh-roasted-coffee-llc-264789561-501

> Fresh Roasted Coffee, LLC's Health & Welfare plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fresh Roasted Coffee, LLC

- **Sponsor EIN:** 264789561

- **Sponsor Address:** 1136 WALNUT STREET EXT., SUNBURY, PA, 17801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 47

- **Total Assets:** $3,191

## 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|47|$3,191|$168,477|$109,004|

## 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|

| CAPITAL BLUECROSS|Other Service Provider|$14,513|—|$14,513|

| THE BENECON GROUP|Investment Advisor|$11,995|—|$11,995|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$11,650|—|$11,650|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,158

- **Estimated Expense Ratio:** 1195.801% 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|$346,714|—|—|—|—|

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