# Itero Group, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/itero-group-llc-352603463-502

> Itero Group, LLC's Health & Welfare plan: 58 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Itero Group, LLC

- **Sponsor EIN:** 352603463

- **Sponsor Address:** 1215 MANOR DR SUITE 103, MECHANICSBURG, PA, 17055

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 58

- **Total Assets:** $229,066

## 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.|

| 2025|58|$229,066|$0|$0|

| 2024|59|$196,267|$808,158|$11,698|

| 2023|63|$174,655|$623,124|$130,496|

| 2022|43|$184,022|$115,101|$19,256|

| 2021|60|$164,484|$848,958|$195,792|

## 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|

| GUNN-MOWERY|Investment Advisor|$14,706|—|$14,706|

| THE BENECON GROUP|Investment Advisor|$8,698|—|$8,698|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,404

- **Estimated Expense Ratio:** 10.217% 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|

| 2025|$748,994|—|—|—|—|

| 2024|$813,746|—|—|—|—|

| 2023|$770,035|—|—|—|—|

| 2022|$201,962|—|—|—|—|

| 2021|$902,112|—|—|—|—|

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