# E.K. Mcconkey & Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/e-k-mcconkey-co-inc-232385085-502

> E.K. Mcconkey & Co., INC.'s Health & Welfare plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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