# Indian Creek Foundation Health & Welfare Plan
Source: https://planprovider.pro/companies/indian-creek-foundation-233330096-501

> Indian Creek Foundation's Health & Welfare plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indian Creek Foundation

- **Sponsor EIN:** 233330096

- **Sponsor Address:** 420 COWPATH ROAD, SOUDERTON, PA, 189642036

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 141

- **Total Assets:** $1.8M

## 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|141|$1.8M|$0|$0|

| 2023|137|$1.4M|$0|$0|

| 2022|138|$944,119|$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|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$93,845|—|$93,845|

| PATRIOT (EXUDE, INC.)|Investment Advisor|$86,987|—|$86,987|

| THE BENECON GROUP, LLC|Investment Advisor|$27,108|—|$27,108|

| CONNECTCARE3|Other Service Provider|$9,417|—|$9,417|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $217,357

- **Estimated Expense Ratio:** 12.272% 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|—|—|—|—|—|

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