# Jls Automation Health & Welfare Plan
Source: https://planprovider.pro/companies/jls-automation-472452035-502

> Jls Automation's Health & Welfare plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jls Automation

- **Sponsor EIN:** 472452035

- **Sponsor Address:** 20 INNOVATION DRIVE, YORK, PA, 17402

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 136

- **Total Assets:** $243,601

## 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|136|$243,601|$1.7M|$305,204|

| 2023|159|$225,670|$1.4M|$236,546|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$51,507|—|$51,507|

| BENEFITMALL TPA|Investment Advisor|$10,658|—|$10,658|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,165

- **Estimated Expense Ratio:** 25.519% 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|$544,609|—|$64,941|—|—|

| 2023|$563,430|—|$69,524|—|—|

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