# Klover Sepa, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/klover-sepa-inc-815335337-502

> Klover Sepa, INC.'s Health & Welfare plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klover Sepa, INC.

- **Sponsor EIN:** 815335337

- **Sponsor Address:** 1121 RICHLAND COMMERCE DR, QUAKERTOWN, PA, 18951

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 122

- **Total Assets:** $0

## 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|122|$0|$0|$0|

| 2023|125|$222,653|$915,614|$273,980|

| 2022|136|$0|$0|$0|

## 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|

| ENGLE-HAMBRIGHT & DAVIES, INC|Investment Advisor|$77,829|—|$77,829|

| THE BENECON GROUP, LLC|Investment Advisor|$22,026|—|$22,026|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$13,408|—|$13,408|

| CONNECTCARE3|Other Service Provider|$7,948|—|$7,948|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,211

### 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|—|—|—|—|—|

| 2023|$128,615|—|$128,615|—|—|

| 2022|—|—|—|—|—|

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