Plan Snapshot
- Plan Sponsor: J. F. Sobieski Mechanical Contractors, INC.
- Sponsor EIN: 510306624
- Sponsor Address: 1325 OLD COOCH'S BRIDGE ROAD, NEWARK, DE, 19713
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 362 | $15.4M | $376,372 | $1.2M |
| 2023 | 311 | $13.7M | $333,480 | $1.2M |
| 2022 | 341 | $11.3M | $328,071 | $1.1M |
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 |
|---|---|---|---|---|
| SANTORA CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANTORA CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $89,102 | — | — | — | — |
| 2023 | $76,012 | — | — | — | — |
| 2022 | $46,727 | $46,727 | — | — | — |