Plan Snapshot
- Plan Sponsor: James, Smith, Dietterick & Connelly, LLP
- Sponsor EIN: 251584038
- Sponsor Address: 11 EAST CHOCOLATE AVENUE, SUITE 300, HERSHEY, PA, 17033
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 39
- Total Assets: $27,539
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 | 39 | $27,539 | $265,566 | $46,958 |
| 2023 | 38 | $41,287 | $210,197 | $68,228 |
| 2022 | 42 | $1,701 | $260,083 | $0 |
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 |
|---|---|---|---|---|
| GUNN MOWERY | Investment Advisor | $8,120 | — | $8,120 |
| THE BENECON GROUP | Investment Advisor | $5,556 | — | $5,556 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,676
- Estimated Expense Ratio: 49.660% 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 | $286,953 | — | — | — | — |
| 2023 | $311,871 | — | — | — | — |
| 2022 | $296,252 | — | — | — | — |