Plan Snapshot
- Plan Sponsor: Jh Bennett, INC.
- Sponsor EIN: 231687562
- Sponsor Address: 1951 LEHIGH ST, ALLENTOWN, PA, 18103
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $7.1M | $154,762 | $414,858 |
| 2023 | 192 | $6.2M | $142,946 | $390,978 |
| 2022 | 146 | $5.2M | $129,361 | $409,546 |
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 |
|---|---|---|---|---|
| BUCKNO LISICKY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $57,655 | $26,699 | $30,956 | — | — |
| 2023 | $48,183 | $21,622 | $26,561 | — | — |
| 2022 | $44,507 | $20,347 | $22,935 | — | — |