# Promise To Perform Industries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/promise-to-perform-industries-inc-872135647-504

> Promise To Perform Industries, INC.'s Health & Welfare plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Promise To Perform Industries, INC.

- **Sponsor EIN:** 872135647

- **Sponsor Address:** 604 HEMLOCK RD, MORGANTOWN, PA, 19543

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 96

- **Total Assets:** $49,870

## 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|96|$49,870|$1.0M|$359,192|

| 2023|86|$61,211|$650,198|$421,520|

## 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|

| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD|Investment Advisor|$40,727|—|$40,727|

| THE BENECON GROUP|Investment Advisor|$30,127|—|$30,127|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,854

- **Estimated Expense Ratio:** 142.077% 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|$1,388,122|—|—|—|—|

| 2023|$1,162,953|—|—|—|—|

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