# Punctual Pros Holdings, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/punctual-pros-holdings-llc-991714800-501

> Punctual Pros Holdings, LLC's Health & Welfare plan: 117 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Punctual Pros Holdings, LLC

- **Sponsor EIN:** 991714800

- **Sponsor Address:** 516 RUNNING PUMP ROAD, LANCASTER, PA, 17601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 117

- **Total Assets:** $273,830

## 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|117|$273,830|$0|$0|

| 2024|90|$228,307|$600,384|$390,049|

## 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|$94,255|—|$94,255|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$49,680|—|$49,680|

| REVIVEHEALTH, INC.|Other Service Provider|$17,940|—|$17,940|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $161,875

- **Estimated Expense Ratio:** 59.115% 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|$1,314,653|—|—|—|—|

| 2024|$944,940|—|—|—|—|

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