# Gift & Associates, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/gift-associates-llc-260006710-501

> Gift & Associates, LLC's Health & Welfare plan: 33 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Gift & Associates, LLC

- **Sponsor EIN:** 260006710

- **Sponsor Address:** 1205 MANOR DRIVE, MECHANICSBURG, PA, 17055

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 33

- **Total Assets:** $31,371

## 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.|

| 2025|33|$31,371|$0|$0|

| 2024|35|$22,036|$27,188|$9,290|

| 2023|34|$17,339|$302,011|$111,489|

## 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|

| THE BENECON GROUP|Investment Advisor|$37,002|—|$37,002|

| GUNN MOWERY|Investment Advisor|$14,385|—|$14,385|

| REVIVEHEALTH, INC.|Other Service Provider|$5,369|—|$5,369|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,756

- **Estimated Expense Ratio:** 180.919% 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|

| 2025|$514,505|—|—|—|—|

| 2024|$46,146|—|—|—|—|

| 2023|$446,764|—|—|—|—|

## Similar Plans

- [Archer Tax & Financial Group, PC](https://planprovider.pro/companies/archer-tax-financial-group-pc-plan) — 15 participants

- [Stark Financial Solutions INC.](https://planprovider.pro/companies/stark-financial-solutions-inc-401k-plan) — 9 participants

- [Better Business Consulting, INC.](https://planprovider.pro/companies/better-business-consulting-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gift-associates-llc-260006710-501)

© 2026 PlanProvider.Pro