Plan Snapshot
- Plan Sponsor: J.D. Eckman, INC.
- Sponsor EIN: 231413783
- Sponsor Address: 4781 LOWER VALLEY ROAD, ATGLEN, PA, 19310
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 460
- Total Assets: $3.4M
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 | 460 | $3.4M | $9.8M | $24,156 |
| 2023 | 427 | $2.9M | $8.7M | $60,677 |
| 2022 | 402 | $3.2M | $8.7M | $53,119 |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $337,491 | — | $337,491 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $337,491
- Estimated Expense Ratio: 9.819% 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 | $266,075 | — | — | — | — |
| 2023 | $268,894 | — | $193,529 | — | — |
| 2022 | $254,013 | — | — | — | $254,013 |