# Jh Bennett, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jh-bennett-inc-401k-plan

> Jh Bennett, INC.&#39;s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERIPRISE FINANCIAL SERVICES|RIA BA IA|$26,699|—|$26,699|

| BUCKNO LISICKY & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES](https://planprovider.pro/provider/ameriprise-financial-services-llc) — RIA BA IA

- [BUCKNO LISICKY & CO.](https://planprovider.pro/provider/buckno-lisicky-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,699

- **Estimated Expense Ratio:** 0.374% 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|$57,655|$26,699|$30,956|—|—|

| 2023|$48,183|$21,622|$26,561|—|—|

| 2022|$44,507|$20,347|$22,935|—|—|

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