# Pd Systems, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/pd-systems-llc-260803425-502

> Pd Systems, LLC's Health & Welfare plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pd Systems, LLC

- **Sponsor EIN:** 260803425

- **Sponsor Address:** 6225 BRANDON AVENUE, SPRINGFIELD, VA, 22150

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 96

- **Total Assets:** $437,397

## 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|96|$437,397|$1.1M|$106,527|

| 2023|1|$247,333|$123,153|$56,552|

| 2022|42|$236,123|$442,612|$311,350|

## 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 CAPITAL GROUP|Investment Advisor|$44,750|—|$44,750|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$36,066|—|$36,066|

| THE BENECON GROUP|Investment Advisor|$18,383|—|$18,383|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,199

- **Estimated Expense Ratio:** 22.679% 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|$1,112,689|—|—|—|—|

| 2023|$157,654|—|—|—|—|

| 2022|$642,153|—|—|—|—|

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