Plan Snapshot
- Plan Sponsor: Dja Inspection Services, INC.
- Sponsor EIN: 251637128
- Sponsor Address: 9 GLENVIEW AVENUE, OIL CITY, PA, 16301
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22
- Total Assets: $23,495
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 | 22 | $23,495 | $0 | $0 |
| 2024 | 30 | $3,753 | $223,596 | $142,211 |
| 2023 | 28 | $3,334 | $203,850 | $109,336 |
| 2022 | 30 | $11,625 | $170,199 | $91,580 |
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 | $19,363 | — | $19,363 |
| FIRST NATIONAL INSURANCE AGENCY | Investment Advisor | $8,250 | — | $8,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,613
- Estimated Expense Ratio: 117.527% 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 | -$3,653 | — | — | — | — |
| 2024 | $483,546 | — | — | — | — |
| 2023 | $500,042 | — | — | — | — |
| 2022 | $263,902 | — | — | — | — |