# Person Directed Supports, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/person-directed-supports-inc-233039587-501

> Person Directed Supports, INC.'s Health & Welfare plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Person Directed Supports, INC.

- **Sponsor EIN:** 233039587

- **Sponsor Address:** 1541 ALTA DRIVE, SUITE 202, WHITEHALL, PA, 18052

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 148

- **Total Assets:** $908,942

## 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|148|$908,942|$2.6M|$705,930|

| 2023|152|$1.1M|$1.9M|$650,616|

| 2022|152|$104,293|$1.5M|$627,334|

## 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|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$65,254|—|$65,254|

| THE BENECON GROUP|Investment Advisor|$49,414|—|$49,414|

| CONNECTCARE3|Other Service Provider|$9,978|—|$9,978|

| HY HOLDINGS INC|Other Service Provider|$9,941|—|$9,941|

| INNOVU|Investment Advisor|$7,544|—|$7,544|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BSI CORPORATE BENEFITS, LLC](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,131

- **Estimated Expense Ratio:** 15.637% 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|$1,050,414|$59,391|$113,733|—|—|

| 2023|$896,614|$45,389|$78,914|—|—|

| 2022|$812,387|$36,862|$105,188|—|—|

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