# Klick-Lewis INC Health & Welfare Plan
Source: https://planprovider.pro/companies/klick-lewis-inc-231472192-501

> Klick-Lewis INC's Health & Welfare plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klick-Lewis INC

- **Sponsor EIN:** 231472192

- **Sponsor Address:** 720 E. MAIN STREET, PALMYRA, PA, 17078

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 40

- **Total Assets:** $6,876

## 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|40|$6,876|$517,681|$312,164|

| 2023|74|$13,541|$249,010|$410,000|

| 2022|44|$57,964|$368,859|$180,726|

## 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|$16,830|—|$16,830|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$12,201|—|$12,201|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,031

- **Estimated Expense Ratio:** 422.208% 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|$850,193|—|—|—|—|

| 2023|$650,456|—|—|—|—|

| 2022|$537,952|—|—|—|—|

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