# Management Consulting, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/management-consulting-inc-541244651-503

> Management Consulting, INC.'s Health & Welfare plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Management Consulting, INC.

- **Sponsor EIN:** 541244651

- **Sponsor Address:** 1961 DIAMOND SPRINGS RD, VIRGINIA BEACH, VA, 234552319

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 495

- **Total Assets:** $363,109

## 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|495|$363,109|$3.9M|$419,926|

| 2023|496|$328,047|$3.4M|$378,462|

| 2022|518|$659,056|$2.8M|$412,448|

## 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|

| ANTHEM HEALTH PLANS OF VIRGINIA|Recordkeeper|$76,435|$209,416|$285,851|

| HEALTHKEEPERS, INC.|Recordkeeper|—|$225,832|$225,832|

| USI INSURANCE SERVICES LLC|Investment Advisor|—|$33,266|$33,266|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANTHEM HEALTH PLANS OF VIRGINIA](https://planprovider.pro/provider/marsh-mclennan-agency) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $544,949

- **Estimated Expense Ratio:** 150.079% 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|$293,838|—|$259,636|$17,700|—|

| 2023|$289,909|—|$265,776|$13,800|—|

| 2022|$330,479|—|$311,302|—|$11,800|

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