Plan Snapshot
- Plan Sponsor: Jm Search & Company
- Sponsor EIN: 232793409
- Sponsor Address: 1045 1ST AVE #110, KING OF PRUSSIA, PA, 19406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 165
- Total Assets: $0
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 | 165 | $0 | $0 | $0 |
| 2023 | 144 | $306,818 | $2.4M | $673,643 |
| 2022 | 105 | $22,387 | $1.6M | $432,080 |
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 |
|---|---|---|---|---|
| STERLING BENEFITS, LLC | Investment Advisor | $86,220 | — | $86,220 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $47,490 | — | $47,490 |
| THE BENECON GROUP, LLC | Investment Advisor | $39,354 | — | $39,354 |
| CONNECTCARE3 LLC | Other Service Provider | $10,767 | — | $10,767 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,831
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 | — | — | — | — | — |
| 2023 | $2,951,171 | — | — | — | — |
| 2022 | $2,186,712 | — | — | — | — |