# Grotto Pizza, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/grotto-pizza-inc-510110329-501

> Grotto Pizza, INC.'s Health & Welfare plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grotto Pizza, INC.

- **Sponsor EIN:** 510110329

- **Sponsor Address:** 20376 COASTAL HIGHWAY, REHOBOTH BEACH, DE, 19971

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 106

- **Total Assets:** $100,149

## 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|106|$100,149|$1.1M|$412,289|

| 2023|104|$62,785|$723,208|$366,481|

| 2022|97|$5,293|$567,896|$378,977|

## 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|

| LUCENT HEALTH|Other Service Provider|$47,066|—|$47,066|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$44,982|—|$44,982|

| THE BENECON GROUP, LLC|Investment Advisor|$26,274|—|$26,274|

| CONNECTCARE3|Other Service Provider|$7,303|—|$7,303|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,625

- **Estimated Expense Ratio:** 125.438% 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|$1,351,932|—|—|—|—|

| 2023|$1,071,793|—|—|—|—|

| 2022|$1,198,364|—|—|—|—|

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