# J C Lewis Motor Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/j-c-lewis-motor-co-inc-580325681-501

> J C Lewis Motor Co., INC.'s Health & Welfare plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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