# Patricio Enterprises, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/patricio-enterprises-inc-510524949-502

> Patricio Enterprises, INC.'s Health & Welfare plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patricio Enterprises, INC.

- **Sponsor EIN:** 510524949

- **Sponsor Address:** 525 CORPORATE DRIVE, STAFFORD, VA, 22554

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 102

- **Total Assets:** $50,231

## 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|102|$50,231|$956,124|$326,010|

| 2023|104|$64,997|$1.1M|$377,156|

| 2022|143|$196,951|$895,089|$517,562|

## 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|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$67,018|—|$67,018|

| THE CAPITAL GROUP, LLC|Investment Advisor|$48,052|—|$48,052|

| THE BENECON GROUP, LLC|Investment Advisor|$19,853|—|$19,853|

| CONNECTCARE3|Other Service Provider|$6,498|—|$6,498|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $141,421

- **Estimated Expense Ratio:** 281.541% 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|$395,842|$26,351|$115,070|—|—|

| 2023|$506,155|—|$34,287|—|—|

| 2022|$532,353|—|$36,772|—|—|

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