Plan Snapshot
- Plan Sponsor: Klehr Harrison Harvey Branzburg LLP
- Sponsor EIN: 231973697
- Sponsor Address: 1835 MARKET ST STE 1400, PHILADELPHIA, PA, 191032945
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 126
- Total Assets: $271,555
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 | 126 | $271,555 | $1.5M | $670,710 |
| 2023 | 121 | $61,029 | $1.2M | $560,899 |
| 2022 | 122 | $289,821 | $1.0M | $541,928 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $23,690 | — | $23,690 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $23,237 | — | $23,237 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $22,662 | — | $22,662 |
| BROWN & BROWN (PA) | Investment Advisor | $22,570 | — | $22,570 |
| CONNECTCARE3 | Other Service Provider | $8,216 | — | $8,216 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,375
- Estimated Expense Ratio: 36.963% 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 | $99,232 | — | $99,232 | — | — |
| 2023 | $98,627 | — | $98,627 | — | — |
| 2022 | $96,367 | — | $96,367 | — | — |