# Mike Kelly Chevrolet, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/mike-kelly-chevrolet-inc-251059734-501

> Mike Kelly Chevrolet, INC.'s Health & Welfare plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mike Kelly Chevrolet, INC.

- **Sponsor EIN:** 251059734

- **Sponsor Address:** 252 PITTSBURGH RD, BUTLER, PA, 16002

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 66

- **Total Assets:** $2,251

## 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|66|$2,251|$612,833|$372,100|

| 2023|50|$8,487|$362,001|$326,021|

| 2022|59|$11,993|$293,785|$269,534|

## 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|$29,483|—|$29,483|

| THE BENECON GROUP|Investment Advisor|$19,958|—|$19,958|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,441

- **Estimated Expense Ratio:** 2196.402% 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|$1,017,932|—|—|—|—|

| 2023|$546,060|—|—|—|—|

| 2022|$806,484|—|—|—|—|

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