# Klehr Harrison Harvey Branzburg LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/klehr-harrison-harvey-branzburg-llp-231973697-501

> Klehr Harrison Harvey Branzburg LLP's Health & Welfare plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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