# Oliver Sprinkler Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/oliver-sprinkler-co-inc-231711827-501

> Oliver Sprinkler Co., INC.'s Health & Welfare plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oliver Sprinkler Co., INC.

- **Sponsor EIN:** 231711827

- **Sponsor Address:** 501 FEHELEY DRIVE, KING OF PRUSSIA, PA, 19406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 144

- **Total Assets:** $79,859

## 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|144|$79,859|$1.1M|$642,839|

| 2023|145|$838,723|$1.7M|$546,497|

| 2022|133|$490,389|$1.3M|$425,260|

## 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|$62,574|—|$62,574|

| THE BENECON GROUP|Investment Advisor|$31,484|—|$31,484|

| UMR|Other Service Provider|$25,128|—|$25,128|

| CONNECTCARE3|Other Service Provider|$9,842|—|$9,842|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,028

- **Estimated Expense Ratio:** 161.570% 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|$129,029|—|$129,029|—|—|

| 2023|$114,149|—|$114,149|—|—|

| 2022|$711,522|—|—|—|—|

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