# H.J. Russell & Company Health & Welfare Plan
Source: https://planprovider.pro/companies/h-j-russell-company-580829071-502

> H.J. Russell & Company's Health & Welfare plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.J. Russell & Company

- **Sponsor EIN:** 580829071

- **Sponsor Address:** 171 17TH ST NW STE 1600, ATLANTA, GA, 30363

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 177

- **Total Assets:** $2.6M

## 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|177|$2.6M|$2.3M|$704,207|

| 2023|174|$2.1M|$1.9M|$596,256|

| 2022|242|$1.6M|$1.9M|$584,652|

## 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|

| ALLIED BENEFIT SYSTEMS LLC|Recordkeeper|$92,165|—|$92,165|

| OAKBRIDGE INSURANCE AGENCY|Investment Advisor|$63,655|—|$63,655|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$38,820|—|$38,820|

| CIGNA HEALTH AND LIFE INSURANCE CO|Recordkeeper|$19,545|—|$19,545|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $214,185

- **Estimated Expense Ratio:** 8.204% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$2,538|—|—|—|—|

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