Plan Snapshot
- Plan Sponsor: Jem Group LLC
- Sponsor EIN: 800068858
- Sponsor Address: 214 SENATE AVE, CAMP HILL, PA, 17011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $97,705
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 | 55 | $97,705 | $587,555 | $136,981 |
| 2023 | 52 | $134,029 | $612,144 | $0 |
| 2022 | 41 | $156,716 | $409,339 | $116,978 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $17,622 | — | $17,622 |
| GUNN-MOWERY, LLC | Investment Advisor | $13,460 | — | $13,460 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,082
- Estimated Expense Ratio: 31.812% 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 | $728,845 | — | — | — | — |
| 2023 | $658,905 | — | — | — | — |
| 2022 | $505,473 | — | — | — | — |