# Philabundance Health & Welfare Plan
Source: https://planprovider.pro/companies/philabundance-232290505-501

> Philabundance's Health & Welfare plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Philabundance

- **Sponsor EIN:** 232290505

- **Sponsor Address:** 3616 SOUTH GALLOWAY STREET, PHILADELPHIA, PA, 19148

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 114

- **Total Assets:** $275,593

## 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|114|$275,593|$1.4M|$332,834|

| 2023|104|$147,359|$1.2M|$384,551|

| 2022|133|$387,976|$1.5M|$247,460|

## 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|

| PATRIOT (EXUDE, INC.)|Investment Advisor|$60,030|—|$60,030|

| THE BENECON GROUP|Investment Advisor|$22,731|—|$22,731|

| WITHUMSMITH+BROWN, P.C.|Auditor|$22,000|—|$22,000|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$14,584|—|$14,584|

| CONNECTCARE3|Other Service Provider|$6,417|—|$6,417|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,762

- **Estimated Expense Ratio:** 45.633% 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|$125,761|—|$103,761|$22,000|—|

| 2023|$160,763|—|$138,763|$22,000|—|

| 2022|$199,551|—|—|—|$25,000|

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