Plan Snapshot
- Plan Sponsor: J C Lewis Motor Co., INC.
- Sponsor EIN: 580325681
- Sponsor Address: 9505 ABERCORN ST., SAVANNAH, GA, 31406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 208
- Total Assets: $306,144
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 | 208 | $306,144 | $0 | $0 |
| 2024 | 220 | $0 | $0 | $0 |
| 2023 | 200 | $0 | $0 | $0 |
| 2022 | 393 | $0 | $0 | $0 |
| 2020 | 349 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $134,368 | — | $134,368 |
| GADA INSURANCE SERVICES | Investment Advisor | $76,650 | — | $76,650 |
| THE BENECON GROUP | Investment Advisor | $41,417 | — | $41,417 |
| CONNECTCARE3 | Other Service Provider | $14,359 | — | $14,359 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $266,794
- Estimated Expense Ratio: 87.147% 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 | $188,041 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2020 | — | — | — | — | — |