# Port Lavaca Ford, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/port-lavaca-ford-inc-943416870-501

> Port Lavaca Ford, INC.'s Health & Welfare plan: 1,365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Port Lavaca Ford, INC.

- **Sponsor EIN:** 943416870

- **Sponsor Address:** 5802 N. NAVARRO ST., VICTORIA, TX, 77904

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,365

- **Total Assets:** $88,486

## 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|1,365|$88,486|$6.2M|$4.5M|

| 2023|1,261|$4,556|$5.9M|$4.4M|

| 2022|1,267|$48,876|$5.7M|$4.4M|

## 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|

| CONNECT HEALTH SERVICES COMPANY|Other Service Provider|$1,759,250|—|$1,759,250|

| ENTRUST DBA 90 DEGREE BENEFITS|Recordkeeper|$848,959|—|$848,959|

| MEDICAL HELPLINE|Other Service Provider|$96,480|—|$96,480|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,704,689

- **Estimated Expense Ratio:** 3056.629% 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|$2,077,663|—|$848,124|—|—|

| 2023|$786,106|—|$785,767|—|—|

| 2022|$749,659|—|—|—|—|

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