# The Fredericks Company Health & Welfare Plan
Source: https://planprovider.pro/companies/the-fredericks-company-232234452-501

> The Fredericks Company's Health & Welfare plan: 30 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Fredericks Company

- **Sponsor EIN:** 232234452

- **Sponsor Address:** 2400 PHILMONT AVE, HUNTINGDON VALLEY, PA, 19006

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 30

- **Total Assets:** $9,963

## 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|30|$9,963|$0|$0|

| 2024|31|$31,274|$343,853|$120,764|

| 2023|27|$66,256|$440,409|$2,401|

| 2022|31|$177,932|$347,404|$135,886|

## 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|Investment Advisor|$35,700|—|$35,700|

| PATRIOT (THE SAFEGARD GROUP, INC.)|Investment Advisor|$15,620|—|$15,620|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$15,354|—|$15,354|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,674

- **Estimated Expense Ratio:** 669.216% 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|$518,336|—|—|—|—|

| 2024|$519,944|—|—|—|—|

| 2023|$562,913|—|—|—|—|

| 2022|$449,201|—|—|—|—|

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