# Pavone Group, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/pavone-marketing-group-inc-251672421-501

> Pavone Group, INC.&#39;s Health &amp; Welfare plan: 43 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Pavone Group, INC.

- **Sponsor EIN:** 251672421

- **Sponsor Address:** 1006 MARKET STREET, HARRISBURG, PA, 17101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 43

- **Total Assets:** $114,014

## 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.|

| 2025|43|$114,014|$0|$0|

| 2024|54|$39,888|$470,705|$352,003|

| 2023|65|$31,305|$35,315|$672,517|

| 2022|61|$2,074|$49,515|$0|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$46,451|—|$46,451|

| ENGLE, HAMBRIGHT & DAVIES, INC|Investment Advisor|$20,986|—|$20,986|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $67,437

- **Estimated Expense Ratio:** 59.148% 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|

| 2025|$815,369|—|—|—|—|

| 2024|$830,815|—|—|—|—|

| 2023|$697,807|—|—|—|—|

| 2022|$49,907|—|—|—|—|

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