# Iwm International, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/iwm-international-llc-810733476-501

> Iwm International, LLC's Health & Welfare plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iwm International, LLC

- **Sponsor EIN:** 810733476

- **Sponsor Address:** 500 EAST MIDDLE STREET, HANOVER, PA, 17331

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 166

- **Total Assets:** $0

## 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|166|$0|$0|$0|

| 2023|166|$960,288|$2.9M|$563,453|

| 2022|227|$421,926|$2.6M|$510,708|

## 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|

| ENGLE HAMBRIGHT & DAVIES, INC.|Investment Advisor|$33,316|—|$33,316|

| THE BENECON GROUP|Investment Advisor|$31,605|—|$31,605|

| CONNECTCARE3|Other Service Provider|$10,979|—|$10,979|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,900

### 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|$68,160|—|—|—|—|

| 2022|$82,971|—|—|—|—|

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