Plan Snapshot
- Plan Sponsor: J & J Service Solutions LLC
- Sponsor EIN: 273594723
- Sponsor Address: 1820 FRANKLIN ST, COLUMBIA, PA, 17512
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22
- Total Assets: $120,529
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 | 22 | $120,529 | $0 | $0 |
| 2024 | 48 | $71,340 | $356,302 | $275,238 |
| 2023 | 60 | $32,639 | $278,385 | $250,764 |
| 2022 | 56 | $32,626 | $40,252 | $43,601 |
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 | $23,734 | — | $23,734 |
| ENGLE HAMBRIGHT & DAVIES INC. | Investment Advisor | $12,458 | — | $12,458 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,192
- Estimated Expense Ratio: 30.028% 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 | $398,252 | — | — | — | — |
| 2024 | $563,457 | — | — | — | — |
| 2023 | $469,219 | — | — | — | — |
| 2022 | $206,398 | — | — | — | — |