Plan Snapshot
- Plan Sponsor: Jgm Fabricators & Constructors LLC
- Sponsor EIN: 475419401
- Sponsor Address: 1201 VALLEY ROAD, COATESVILLE, PA, 19320
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 96
- Total Assets: $148,278
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 | 96 | $148,278 | $611,415 | $322,155 |
| 2023 | 105 | $83,287 | $514,956 | $295,857 |
| 2022 | 92 | $72,769 | $362,910 | $225,000 |
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 | Investment Advisor | $35,602 | — | $35,602 |
| PCF INSURANCE SERVICES OF THE WEST, | Investment Advisor | $23,660 | — | $23,660 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,262
- Estimated Expense Ratio: 39.967% 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 | $898,787 | — | — | — | — |
| 2023 | $838,888 | — | — | — | — |
| 2022 | $536,474 | — | — | — | — |