# Rolex Watch U.S.A., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/rolex-watch-u-s-a-inc-131574389-505

> Rolex Watch U.S.A., INC.'s Health & Welfare plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rolex Watch U.S.A., INC.

- **Sponsor EIN:** 131574389

- **Sponsor Address:** 650 FIFTH AVENUE, NEW YORK, NY, 10019

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 623

- **Total Assets:** $11.1M

## 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|623|$11.1M|$55,000|$299,312|

| 2023|695|$11.3M|$57,726|$236,994|

| 2022|607|$10.5M|$62,208|$197,470|

## 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|

| UBS, INC.|Other Service Provider|$119,826|—|$119,826|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,826

- **Estimated Expense Ratio:** 1.080% 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|$312,826|$119,826|—|—|—|

| 2023|$314,253|$116,253|—|—|—|

| 2022|$133,390|$133,390|—|—|—|

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