# Holston Defense Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/holston-defense-corporation-620461469-503

> Holston Defense Corporation's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holston Defense Corporation

- **Sponsor EIN:** 620461469

- **Sponsor Address:** PO BOX 1038, KINGSPORT, TN, 37662

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 0

- **Total Assets:** $84.4M

## 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|0|$84.4M|$0|$507,647|

| 2023|0|$84.9M|$0|$599,235|

| 2022|0|$81.8M|$0|$491,491|

## 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|

| TRUIST WEALTH|Custodian / Trustee|$210,680|—|$210,680|

| BLUECROSS BLUESHIELD OF TENNESSEE|Recordkeeper|$194,080|$6,689|$200,769|

| CUNDY, INC.|Recordkeeper|$61,151|—|$61,151|

| TOWERS WATSON|Actuary|$37,000|—|$37,000|

| ARMANINO, LLP|Auditor|$21,919|—|$21,919|

| WAGEWORKS, INC|Other Service Provider|$19,283|—|$19,283|

| ACCESS|Investment Advisor|$9,423|—|$9,423|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $560,225

- **Estimated Expense Ratio:** 0.663% 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|$533,424|$9,423|$254,402|$21,919|—|

| 2023|$479,336|$17,878|$152,999|$20,800|—|

| 2022|$359,422|—|—|—|—|

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