# Sb Holding, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/sb-holding-llc-208858634-501

> Sb Holding, LLC's Health & Welfare plan: 26 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sb Holding, LLC

- **Sponsor EIN:** 208858634

- **Sponsor Address:** THREE COLISEUM CENTRE, CHARLOTTE, NC, 28217

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 26

- **Total Assets:** $141

## 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|26|$141|$0|$0|

| 2024|28|$8,797|$448,695|$135,937|

| 2023|36|$227,741|$422,489|$110,163|

| 2022|38|$323|$387,999|$102,334|

## 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|$18,154|—|$18,154|

| MEDCOST LLC|Other Service Provider|$15,350|—|$15,350|

| IMA FINANCIAL GROUP (ECM SOLUTIONS)|Investment Advisor|$7,832|—|$7,832|

| E.K. MCCONKEY & CO.|Investment Advisor|$5,340|—|$5,340|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,676

- **Estimated Expense Ratio:** 33103.546% 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|$386,001|—|—|—|—|

| 2024|$1,029,005|—|—|—|—|

| 2023|$546,127|—|—|—|—|

| 2022|$619,297|—|—|—|—|

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