Plan Snapshot
- Plan Sponsor: J.K. Mechanical INC.
- Sponsor EIN: 232583829
- Sponsor Address: 202 W. KENDIG ROAD, WILLOW STREET, PA, 17584
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 58
- Total Assets: $68,897
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 | 58 | $68,897 | $0 | $0 |
| 2024 | 78 | $267,072 | $980,057 | $258,355 |
| 2023 | 86 | $61,199 | $931,246 | $258,355 |
| 2022 | 84 | $64,463 | $768,534 | $166,810 |
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 | $78,182 | — | $78,182 |
| ENGLE-HAMBRIGHT & DAVIES, INC. | Investment Advisor | $28,194 | — | $28,194 |
| REVIVEHEALTH, INC. | Other Service Provider | $11,518 | — | $11,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,894
- Estimated Expense Ratio: 171.116% 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 | $1,348,542 | — | — | — | — |
| 2024 | $1,059,128 | — | — | — | — |
| 2023 | $1,081,696 | — | — | — | — |
| 2022 | $1,058,559 | — | — | — | — |