# Hz Services LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/hz-services-llc-814191028-501

> Hz Services LLC's Health & Welfare plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hz Services LLC

- **Sponsor EIN:** 814191028

- **Sponsor Address:** 2101 W 2ND STREET, ODESSA, TX, 79763

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 127

- **Total Assets:** $74,650

## 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|127|$74,650|$719,368|$362,679|

| 2023|100|$27,490|$508,956|$222,895|

## 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|

| FROST INSURANCE AGENCY, INC. - TEXA|Investment Advisor|$51,310|—|$51,310|

| THE BENECON GROUP|Investment Advisor|$29,219|—|$29,219|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$24,470|—|$24,470|

| CONNECTCARE3|Other Service Provider|$8,239|—|$8,239|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,238

- **Estimated Expense Ratio:** 151.692% 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|$113,238|$51,310|$24,470|—|—|

| 2023|$95,174|$43,050|$21,607|—|—|

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