# Kline & Specter, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/kline-specter-p-c-232830302-505

> Kline & Specter, P.C.'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:** Kline & Specter, P.C.

- **Sponsor EIN:** 232830302

- **Sponsor Address:** 1525 LOCUST STREET, PHILADELPHIA, PA, 19102

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 166

- **Total Assets:** $50,520

## 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|$50,520|$678,810|$550,678|

| 2023|141|$761,446|$1.2M|$480,633|

| 2022|140|$1.9M|$1.7M|$452,872|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$68,672|—|$68,672|

| THE BENECON GROUP|Investment Advisor|$36,201|—|$36,201|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$17,573|—|$17,573|

| CONNECTCARE3|Other Service Provider|$10,041|—|$10,041|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,487

- **Estimated Expense Ratio:** 262.247% 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|$131,092|—|$131,092|—|—|

| 2023|$115,274|—|$115,274|—|—|

| 2022|$101,358|—|—|—|—|

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