# Prospectus Associates, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/prospectus-associates-inc-232023612-515

> Prospectus Associates, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Prospectus Associates, INC.

- **Sponsor EIN:** 232023612

- **Sponsor Address:** 840 WILLIAM LANE, READING, PA, 19604

- **Plan Type:** Health & Welfare

- **Plan Number:** 515

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$326,700|$2,667|

| 2023|230|$222,306|$2.6M|$164,579|

| 2022|208|$44,319|$2.1M|$156,129|

## 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, LLC|Investment Advisor|$6,064|—|$6,064|

| CONNECTCARE 3|Other Service Provider|$5,101|—|$5,101|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,165

### 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|$10,551|—|$10,551|—|—|

| 2023|$105,879|—|$105,879|—|—|

| 2022|$104,316|—|—|—|$104,316|

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