# Lovelace Family Medicine P.A. Health & Welfare Plan
Source: https://planprovider.pro/companies/lovelace-family-medicine-p-a-570989480-501

> Lovelace Family Medicine P.A.'s Health & Welfare plan: 17 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Lovelace Family Medicine P.A.

- **Sponsor EIN:** 570989480

- **Sponsor Address:** 600 N WHEELER AVE, PROSPERITY, SC, 29127

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 17

- **Total Assets:** $52,019

## 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.|

| 2025|17|$52,019|$0|$0|

| 2024|21|$40,732|$245,095|$0|

| 2023|25|$64,863|$268,909|$0|

| 2022|26|$79,444|$170,910|$55,665|

## 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|Investment Advisor|$23,351|—|$23,351|

| ACS BENEFIT SERVICES|Other Service Provider|$12,245|—|$12,245|

| FULCRUM RISK SOLUTIONS|Investment Advisor|$6,250|—|$6,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,846

- **Estimated Expense Ratio:** 80.444% 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|

| 2025|$249,013|—|—|—|—|

| 2024|$268,748|—|—|—|—|

| 2023|$289,188|—|—|—|—|

| 2022|$158,541|—|—|—|—|

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