# Swope Group Employee Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/swope-group-employee-benefit-fund-310999192-501

> Swope Group Employee Benefit Fund's Health & Welfare plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swope Group Employee Benefit Fund

- **Sponsor EIN:** 310999192

- **Sponsor Address:** 1100 N. DIXIE HIGHWAY, ELIZABETHTOWN, KY, 42701

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 244

- **Total Assets:** $2.0M

## 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|244|$2.0M|$3.0M|$0|

| 2023|246|$1.4M|$2.6M|$0|

| 2022|234|$1.6M|$3.0M|$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|

| BOWDEN & WOOD, PLLC|Other Service Provider|$9,950|—|$9,950|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,950

- **Estimated Expense Ratio:** 0.492% 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|$441,097|—|$431,147|—|—|

| 2023|$475,045|—|$465,545|—|—|

| 2022|$501,850|—|$493,050|—|$8,800|

## Similar Plans

- [Martin Management Group, INC.](https://planprovider.pro/companies/martin-management-group-inc-401k-plan) — 670 participants

- [Martin Management Group, INC.](https://planprovider.pro/companies/martin-management-group-inc-311499782-510) — 499 participants

- [Dan Cummins, INC.](https://planprovider.pro/companies/dan-cummins-inc-610523386-501) — 485 participants

- [Dan Cummins, INC.](https://planprovider.pro/companies/dan-cummins-inc-401k-plan) — 418 participants

- [Bachman Auto Group, INC.](https://planprovider.pro/companies/bachman-auto-group-inc-401k-plan) — 390 participants

- [Bachman Auto Group, INC.](https://planprovider.pro/companies/bachman-auto-group-inc-611083122-501) — 368 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swope-group-employee-benefit-fund-310999192-501)

© 2026 PlanProvider.Pro