# J. R. Balsan, INC. Dba Johnstone Supply Health & Welfare Plan
Source: https://planprovider.pro/companies/j-r-balsan-inc-dba-johnstone-supply-232809095-501

> J. R. Balsan, INC. Dba Johnstone Supply's Health & Welfare plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. R. Balsan, INC. Dba Johnstone Supply

- **Sponsor EIN:** 232809095

- **Sponsor Address:** 55 COUNTRY CLUB DRIVE, STE 201, DOWNINGTOWN, PA, 19335

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 123

- **Total Assets:** $460,844

## 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|123|$460,844|$1.1M|$273,671|

## 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|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$70,425|—|$70,425|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$27,470|—|$27,470|

| THE BENECON GROUP|Investment Advisor|$24,633|—|$24,633|

| CONNECTCARE3|Other Service Provider|$8,545|—|$8,545|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,073

- **Estimated Expense Ratio:** 28.442% 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|

| 2024|$130,528|—|$130,528|—|—|

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