# Hci-Bulldog, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/hci-bulldog-llc-472589833-501

> Hci-Bulldog, LLC's Health & Welfare plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hci-Bulldog, LLC

- **Sponsor EIN:** 472589833

- **Sponsor Address:** 758 PARK CENTER DR, KEARNERSVILLE, NC, 27284

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 156

- **Total Assets:** $216,683

## 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|156|$216,683|$567,271|$399,146|

| 2023|132|$77,436|$378,916|$338,122|

| 2022|137|$0|$0|$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|

| MEDCOST LLC|Other Service Provider|$65,262|—|$65,262|

| IMA FINANCIAL GROUP (ECM SOLUTIONS)|Investment Advisor|$38,104|—|$38,104|

| THE BENECON GROUP|Investment Advisor|$25,980|—|$25,980|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$22,050|—|$22,050|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $151,396

- **Estimated Expense Ratio:** 69.870% 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|$193,629|—|—|—|—|

| 2023|$228,855|—|$228,855|—|—|

| 2022|—|—|—|—|—|

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