Plan Snapshot
- Plan Sponsor: Jack Giambalvo Motor Co., INC.
- Sponsor EIN: 232207372
- Sponsor Address: 3495 INDUSTRIAL DR, YORK, PA, 17402
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 203
- Total Assets: $1.5M
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 | 203 | $1.5M | $0 | $0 |
| 2024 | 168 | $658,749 | $1.9M | $496,970 |
| 2023 | 179 | $145,117 | $1.5M | $487,876 |
| 2022 | 171 | $733,625 | $1.6M | $479,687 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $64,061 | — | $64,061 |
| BENEFITMALL | Other Service Provider | $13,671 | — | $13,671 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,732
- Estimated Expense Ratio: 5.225% 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 | $2,494,774 | — | — | — | — |
| 2024 | $86,560 | — | — | — | — |
| 2023 | $90,921 | — | — | — | — |
| 2022 | $141,841 | — | — | — | $141,841 |