Plan Snapshot
- Plan Sponsor: J & L Building Materials, INC.
- Sponsor EIN: 231533088
- Sponsor Address: 600 LANCASTER AVENUE, FRAZER, PA, 19355
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 136
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2024 | 136 | $0 | $0 | $0 |
| 2023 | 130 | $765,316 | $1.9M | $512,973 |
| 2022 | 114 | $386,941 | $1.6M | $428,107 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $57,164 | — | $57,164 |
| INDEPENDENCE ADMINISTRATORS | Other Service Provider | $30,618 | — | $30,618 |
| THE BENECON GROUP | Investment Advisor | $26,142 | — | $26,142 |
| CONNECTCARE3 | Other Service Provider | $9,081 | — | $9,081 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,005
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 | — | — | — | — | — |
| 2023 | $1,917,563 | — | — | — | — |
| 2022 | $2,018,603 | — | — | — | — |