# Roofllen Management, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/roofllen-management-llc-853722903-501

> Roofllen Management, LLC's Health & Welfare plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofllen Management, LLC

- **Sponsor EIN:** 853722903

- **Sponsor Address:** 3555 KRAFT RD, STE 100, NAPLES, FL, 34105

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 155

- **Total Assets:** $63,186

## 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|155|$63,186|$1.8M|$306,987|

| 2023|105|$33,933|$916,655|$218,287|

## 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|

| ONEDIGITAL (BONITA SPRINGS, FL)|Investment Advisor|$70,600|—|$70,600|

| THE BENECON GROUP|Investment Advisor|$35,393|—|$35,393|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$20,462|—|$20,462|

| CONNECTCARE3|Other Service Provider|$9,919|—|$9,919|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,374

- **Estimated Expense Ratio:** 215.829% 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|$2,112,636|—|—|—|—|

| 2023|$1,211,279|—|—|—|—|

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