# Smk Business Center, LLC Dba Capitol Bridge Health Services Health & Welfare Plan
Source: https://planprovider.pro/companies/smk-business-center-llc-dba-capitol-bridge-health-services-463114143-501

> Smk Business Center, LLC Dba Capitol Bridge Health Services's Health & Welfare plan: 906 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smk Business Center, LLC Dba Capitol Bridge Health Services

- **Sponsor EIN:** 463114143

- **Sponsor Address:** 1 ALMADEN BLVD STE 750, SAN JOSE, CA, 95113

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 906

- **Total Assets:** $1.3M

## 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|906|$1.3M|$5.7M|$303,408|

| 2023|0|$1.2M|$3.1M|$0|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$552,536|—|$552,536|

| TRUST MANAGEMENT SERVICES|Other Service Provider|$59,207|—|$59,207|

| UNITED WORKERS WELLNESS EAP|Other Service Provider|$8,264|—|$8,264|

| CIGNA HEALTH & LIFE INSURANCE CO.|Other Service Provider|$6,485|—|$6,485|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $626,492

- **Estimated Expense Ratio:** 46.898% 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|$619,490|—|—|—|—|

| 2023|$2,768,326|—|—|—|—|

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