Plan Snapshot
- Plan Sponsor: Jda Ehealth Systems, INC.
- Sponsor EIN: 363883480
- Sponsor Address: 1415 W. DIEHL ROAD, SUITE 200-N, NAPERVILLE, IL, 60563
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 67
- Total Assets: $97,880
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 | 67 | $97,880 | $820,980 | $276,720 |
| 2023 | 58 | $45,049 | $958,438 | $150 |
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 |
|---|---|---|---|---|
| TERRILL INSURANCE SOLUTIONS | Investment Advisor | $40,365 | — | $40,365 |
| THE BENECON GROUP | Investment Advisor | $12,374 | — | $12,374 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,739
- Estimated Expense Ratio: 53.881% 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 | $995,379 | — | — | — | — |
| 2023 | $1,018,341 | — | — | — | — |