# J.K. Mechanical INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/j-k-mechanical-inc-232583829-501

> J.K. Mechanical INC.'s Health & Welfare plan: 58 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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