# Infiniti Of West Chester, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/infiniti-of-west-chester-inc-731670629-501

> Infiniti Of West Chester, INC.'s Health & Welfare plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Infiniti Of West Chester, INC.

- **Sponsor EIN:** 731670629

- **Sponsor Address:** 966 S. MATLACK ST., WEST CHESTER, PA, 19382

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 82

- **Total Assets:** $182,884

## 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|82|$182,884|$812,048|$514,501|

| 2023|117|$94,904|$867,688|$560,623|

| 2022|104|$6,766|$0|$540,619|

## 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|

| LUMINARE HEALTH BENEFITS INC.|Other Service Provider|$46,382|—|$46,382|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$32,672|—|$32,672|

| THE BENECON GROUP|Investment Advisor|$15,917|—|$15,917|

| CONNECTCARE3|Other Service Provider|$5,527|—|$5,527|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,498

- **Estimated Expense Ratio:** 54.952% 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|$100,497|—|$100,497|—|—|

| 2023|$127,401|—|$127,401|—|—|

| 2022|$118,541|—|$118,541|—|—|

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