# James, Smith, Dietterick & Connelly, LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/james-smith-dietterick-connelly-llp-251584038-501

> James, Smith, Dietterick & Connelly, LLP's Health & Welfare plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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