# Stronghold Engineering, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/stronghold-engineering-inc-330886845-502

> Stronghold Engineering, INC.'s Health & Welfare plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stronghold Engineering, INC.

- **Sponsor EIN:** 330886845

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 140

- **Total Assets:** $803,813

## 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|140|$803,813|$1.6M|$6,919|

| 2023|0|$344,684|$1.0M|$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|Other Service Provider|$132,255|—|$132,255|

| TRUST MANAGEMENT SERVICES|Other Service Provider|$23,836|—|$23,836|

| CIGNA HEALTH & LIFE INSURANCE CO|Other Service Provider|$21,917|—|$21,917|

| GLOBAL CARE|Other Service Provider|$10,356|—|$10,356|

| UNITED WORKERS WELLNESS|Other Service Provider|$7,471|—|$7,471|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $195,835

- **Estimated Expense Ratio:** 24.363% 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|$201,533|—|$175,652|—|—|

| 2023|$732,148|—|—|—|—|

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