# Spruce Restaurant (Bacchus Management Group) Health & Welfare Plan
Source: https://planprovider.pro/companies/spruce-restaurant-bacchus-management-group-943356925-505

> Spruce Restaurant (Bacchus Management Group)'s Health & Welfare plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spruce Restaurant (Bacchus Management Group)

- **Sponsor EIN:** 943356925

- **Sponsor Address:** P.O. BOX 620442, WOODSIDE, CA, 94062

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 178

- **Total Assets:** $626,398

## 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|178|$626,398|$272,272|$0|

| 2023|36|$108,998|$4,173|$0|

| 2022|41|$116,329|$24,394|$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|

| NAVIA BENEFIT SOLUTIONS, INC.|Recordkeeper|$35,061|—|$35,061|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,061

- **Estimated Expense Ratio:** 5.597% 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|$35,062|—|$35,062|—|—|

| 2023|$11,504|—|—|—|—|

| 2022|$15,224|—|—|—|—|

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