# Salzmann Hughes, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/salzmann-hughes-p-c-251894310-502

> Salzmann Hughes, P.C.'s Health & Welfare plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Salzmann Hughes, P.C.

- **Sponsor EIN:** 251894310

- **Sponsor Address:** 354 ALEXANDER SPRING ROAD, CARLISLE, PA, 17015

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 32

- **Total Assets:** $240,393

## 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|32|$240,393|$513,643|$167,336|

| 2023|37|$154,180|$420,701|$111,962|

| 2022|39|$90,009|$309,830|$148,801|

## 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|

| BENEFIT CONNECTIONS, INC.|Investment Advisor|$10,856|—|$10,856|

| THE BENECON GROUP|Investment Advisor|$10,789|—|$10,789|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,645

- **Estimated Expense Ratio:** 9.004% 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|$608,486|—|—|—|—|

| 2023|$498,217|—|—|—|—|

| 2022|$480,784|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/salzmann-hughes-p-c-251894310-502)

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