# Hankin & Pack PLLC Health & Welfare Plan
Source: https://planprovider.pro/companies/hankin-pack-pllc-822515408-501

> Hankin & Pack PLLC's Health & Welfare plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hankin & Pack PLLC

- **Sponsor EIN:** 822515408

- **Sponsor Address:** 5955 CARNEGIE BLVD SUITE 350, CHARLOTTE, NC, 28209

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 72

- **Total Assets:** $17,378

## 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|72|$17,378|$615,910|$684|

| 2023|47|$47,387|$372,359|$0|

## 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|Other Service Provider|$47,068|—|$47,068|

| USI INSURANCE SERVICES (NC)|Investment Advisor|$26,405|—|$26,405|

| THE BENECON GROUP|Investment Advisor|$24,143|—|$24,143|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,616

- **Estimated Expense Ratio:** 561.722% 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|$719,846|—|—|—|—|

| 2023|$359,067|—|—|—|—|

## Similar Plans

- [Womble Bond Dickinson (Us), LLP](https://planprovider.pro/companies/womble-bond-dickinson-us-llp-401k-plan-003) — 752 participants

- [Womble Bond Dickinson (Us), LLP](https://planprovider.pro/companies/womble-bond-dickinson-us-llp-401k-plan-002) — 733 participants

- [Moore & Van Allen PLLC](https://planprovider.pro/companies/moore-van-allen-pllc-401k-plan) — 697 participants

- [Parker Poe Adams & Bernstein LLP](https://planprovider.pro/companies/parker-poe-adams-bernstein-llp-401k-plan) — 491 participants

- [James S. Farrin P.C.](https://planprovider.pro/companies/james-s-farrin-p-c-401k-plan) — 366 participants

- [Robinson, Bradshaw & Hinson, P.A.](https://planprovider.pro/companies/robinson-bradshaw-hinson-p-a-plan) — 256 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hankin-pack-pllc-822515408-501)

© 2026 PlanProvider.Pro