# Philpott Solutions Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/philpott-solutions-group-inc-340462440-501

> Philpott Solutions Group, INC.'s Health & Welfare plan: 37 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Philpott Solutions Group, INC.

- **Sponsor EIN:** 340462440

- **Sponsor Address:** 1010 INDUSTRIAL PARKWAY NORTH, BRUNSWICK, OH, 44212

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 37

- **Total Assets:** $21,681

## 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|37|$21,681|$0|$0|

| 2024|39|$2,549|$559,061|$120,154|

## 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|Investment Advisor|$47,219|—|$47,219|

| MUTUAL HEALTH SERVICES, A DIVISION|Other Service Provider|$28,409|—|$28,409|

| MCGOHAN BRABENDER (DUBLIN)|Investment Advisor|$24,550|—|$24,550|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,178

- **Estimated Expense Ratio:** 462.054% 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|$941,244|—|—|—|—|

| 2024|$736,659|—|—|—|—|

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