# Von Maur INC Health & Welfare Plan
Source: https://planprovider.pro/companies/von-maur-inc-420465860-509

> Von Maur INC's Health & Welfare plan: 1,530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Von Maur INC

- **Sponsor EIN:** 420465860

- **Sponsor Address:** 6565 BRADY STREET, DAVENPORT, IA, 52806

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 1,530

- **Total Assets:** $0

## 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|1,530|$0|$0|$0|

| 2024|1,359|$0|$0|$0|

| 2023|1,336|$0|$0|$0|

| 2022|1,390|$0|$0|$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|

| DELTA DENTAL OF IOWA|Recordkeeper|$83,842|—|$83,842|

| USI INSURANCE SERVICES LLC|Investment Advisor|$18,190|—|$18,190|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,032

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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