# The Young Men'S Christian Association Of Frederick County Maryland, In Health & Welfare Plan
Source: https://planprovider.pro/companies/the-young-men-s-christian-association-of-frederick-county-maryland-in-520607953-503

> The Young Men'S Christian Association Of Frederick County Maryland, In's Health & Welfare plan: 80 participants, plan year 2025 financials, providers, and be…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Young Men'S Christian Association Of Frederick County Maryland, In

- **Sponsor EIN:** 520607953

- **Sponsor Address:** 1000 N. MARKET STREET, FREDERICK, MD, 21701

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 80

- **Total Assets:** $263,475

## 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|80|$263,475|$0|$0|

| 2024|74|$381,922|$938,841|$196,841|

| 2023|68|$387,762|$748,079|$192,841|

| 2022|64|$323,180|$673,779|$198,519|

## 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, LLC|Investment Advisor|$73,151|—|$73,151|

| CAREFIRST ADMINISTRATORS|Other Service Provider|$45,948|—|$45,948|

| THE CAPITAL GROUP, LLC|Investment Advisor|$42,968|—|$42,968|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,067

- **Estimated Expense Ratio:** 61.511% 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|$1,394,690|—|—|—|—|

| 2024|$1,183,270|—|—|—|—|

| 2023|$877,155|—|—|—|—|

| 2022|$675,200|—|—|—|—|

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