# Pezold Management Associates Health & Welfare Plan
Source: https://planprovider.pro/companies/pezold-management-associates-581179998-501

> Pezold Management Associates's Health & Welfare plan: 166 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Pezold Management Associates

- **Sponsor EIN:** 581179998

- **Sponsor Address:** 600 BROOKSTONE CENTRE PKWY, COLUMBUS, GA, 319043097

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 166

- **Total Assets:** $0

## 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|166|$0|$0|$0|

| 2024|181|$0|$0|$0|

| 2023|327|$0|$0|$0|

| 2022|179|$0|$0|$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|

| EMPLOYEE BENEFIT MANAGEMENT SERVICE|Other Service Provider|$70,339|—|$70,339|

| J SMITH LANIER, A MARSH MCLENNAN AG|Other Service Provider|$51,278|—|$51,278|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,617

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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