# Jeff Wyler Automotive Family, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/jeff-wyler-automotive-family-inc-310842514-501

> Jeff Wyler Automotive Family, INC.'s Health & Welfare plan: 1,619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jeff Wyler Automotive Family, INC.

- **Sponsor EIN:** 310842514

- **Sponsor Address:** 401 MILFORD PARKWAY, SUITE A, MILFORD, OH, 45150

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,619

- **Total Assets:** $2.5M

## 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|1,619|$2.5M|$9.3M|$4.7M|

| 2023|1,608|$2.8M|$10.5M|$3.5M|

| 2022|1,489|$2.2M|$11.0M|$3.2M|

## 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|

| COMMUNITY INSURANCE COMPANY|Other Service Provider|$768,800|—|$768,800|

| NFP CORPORATE SERVICES OH INC.|Other Service Provider|—|$85,808|$85,808|

| MCGOHAN BRABENDER AGENCY INC.|Other Service Provider|—|$64,398|$64,398|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $919,006

- **Estimated Expense Ratio:** 36.816% 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|$584,747|—|$584,747|—|—|

| 2023|$7,158|—|$7,158|—|—|

| 2022|$5,681|—|$5,681|—|—|

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