# Party Reflections, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/party-reflections-inc-561379734-502

> Party Reflections, INC.'s Health & Welfare plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Party Reflections, INC.

- **Sponsor EIN:** 561379734

- **Sponsor Address:** PO BOX 411047, CHARLOTTE, NC, 28241

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 63

- **Total Assets:** $15,630

## 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|63|$15,630|$365,551|$321,239|

| 2023|56|$43,008|$312,737|$279,646|

| 2022|56|$31,978|$284,642|$265,100|

## 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|

| MEDCOST LLC|Other Service Provider|$28,839|—|$28,839|

| THE BENECON GROUP, LLC|Investment Advisor|$17,276|—|$17,276|

| ECM SOLUTIONS|Investment Advisor|$17,125|—|$17,125|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,240

- **Estimated Expense Ratio:** 404.607% 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|$798,656|—|—|—|—|

| 2023|$609,140|—|—|—|—|

| 2022|$805,681|—|—|—|—|

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