Plan Snapshot
- Plan Sponsor: Gunn-Mowery LLC
- Sponsor EIN: 810587373
- Sponsor Address: 650 N. 12TH STREET, LEMOYNE, PA, 17043
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 37
- 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 | 37 | $0 | $0 | $0 |
| 2024 | 39 | $438,290 | $746,346 | $134,176 |
| 2023 | 33 | $134,136 | $548,718 | $124,728 |
| 2022 | 46 | $150,926 | $567,547 | $86,635 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY LLC | Investment Advisor | $6,384 | — | $6,384 |
| THE BENECON GROUP, LLC | Investment Advisor | $5,878 | — | $5,878 |
| ZIZZL | Other Service Provider | $5,781 | — | $5,781 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,043
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 | $780,330 | — | — | — | — |
| 2024 | $578,165 | — | — | — | — |
| 2023 | $721,929 | — | — | — | — |
| 2022 | $783,586 | — | — | — | — |