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Original filing (PDF)20251015133010NAL0009478002006
ELDRIDGE WEALTH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SECURITY BENEFIT CORPORATION WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
~4797 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
1,952
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 4797 bps in Schedule C fees — 9125% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDRIDGE WEALTH SOLUTIONS, INC..
Plan sponsor
Name
ELDRIDGE WEALTH SOLUTIONS, INC.
EIN
48-1202239
Address
ONE SECURITY BENEFIT PLACE · TOPEKA, KS · 66636
Phone
(785) 438-3000
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
SECURITY BENEFIT CORPORATION
EIN
48-1202239
City
TOPEKA, KS
Phone
(785) 438-3000
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RSM US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF KANSAS, INC. | 48-0793267 | — | CONTRACT ADMINISTRATOR | $45K | — |
| COMPSYCH | 35-3739783 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
| SECURITY BENEFIT BUSINESS SERVICES | — | TOPEKA, KS | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $983K | — |
| MODERN HEALTH ARIZONA P.L.L.C. | 86-4006611 | — | ADMINISTRATOR | $264K | — |
| WEX, INC. | 01-0526993 | — | FSA ADMINISTRATOR | $27K | — |
| LOCKTON COMPANIES, LLC | 20-3354970 | — | CONSULTING | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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