# Jack Giambalvo Motor Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/jack-giambalvo-motor-co-inc-232207372-501

> Jack Giambalvo Motor Co., INC.'s Health & Welfare plan: 203 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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