# J.J. Powell INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/j-j-powell-inc-251099474-503

> J.J. Powell INC.'s Health & Welfare plan: 85 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** J.J. Powell INC.

- **Sponsor EIN:** 251099474

- **Sponsor Address:** 109 WEST PRESQUEISLE STREET, PHILIPSBURG, PA, 16866

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 85

- **Total Assets:** $3,138

## 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|85|$3,138|$0|$0|

| 2024|87|$12,335|$888,904|$103,623|

| 2023|87|$21,144|$785,201|$94,713|

## 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|

| THE BENECON GROUP|Investment Advisor|$75,644|—|$75,644|

| FIRST NATIONAL INSURANCE AGENCY|Investment Advisor|$42,040|—|$42,040|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,684

- **Estimated Expense Ratio:** 3750.287% 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|$1,267,943|—|—|—|—|

| 2024|$1,051,160|—|—|—|—|

| 2023|$970,252|—|—|—|—|

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