# Pleasant Valley Homes, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/pleasant-valley-homes-inc-331080091-502

> Pleasant Valley Homes, INC's Health & Welfare plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pleasant Valley Homes, INC

- **Sponsor EIN:** 331080091

- **Sponsor Address:** 100 HAMMER SMITH DRIVE, PINE GROVE, PA, 17963

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 122

- **Total Assets:** $444,581

## 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|122|$444,581|$1.8M|$412,485|

| 2023|110|$337,006|$1.7M|$355,773|

| 2022|119|$186,180|$1.3M|$316,230|

## 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|

| BROWN & BROWN OF PA|Investment Advisor|$58,800|—|$58,800|

| THE BENECON GROUP LLC|Investment Advisor|$26,520|—|$26,520|

| CONNECTCARE3|Other Service Provider|$7,380|—|$7,380|

| INNOVU|Investment Advisor|$5,880|—|$5,880|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,580

- **Estimated Expense Ratio:** 22.174% 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|$782,041|$33,900|$111,411|—|—|

| 2023|$683,515|$37,985|$75,116|—|—|

| 2022|$593,112|$29,120|$80,935|—|—|

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