Plan Snapshot
- Plan Sponsor: E.K. Mcconkey & Co., INC.
- Sponsor EIN: 232385085
- Sponsor Address: 2555 KINGSTON RD. SUITE 100, YORK, PA, 17402
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 103
- Total Assets: $124,415
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. |
|---|---|---|---|---|
| 2024 | 103 | $124,415 | $1.2M | $228,081 |
| 2023 | 75 | $577,246 | $1.1M | $250,843 |
| 2022 | 96 | $746,563 | $1.2M | $205,013 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $35,409 | — | $35,409 |
| HIGHMARK | Other Service Provider | $25,857 | — | $25,857 |
| BENEFITMALL | Other Service Provider | $7,450 | — | $7,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,716
- Estimated Expense Ratio: 55.231% 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 |
|---|---|---|---|---|---|
| 2024 | $1,891,082 | — | — | — | — |
| 2023 | $1,576,726 | — | — | — | — |
| 2022 | $1,194,278 | — | — | — | — |