# Jm Search & Company Health & Welfare Plan
Source: https://planprovider.pro/companies/jm-search-company-232793409-501

> Jm Search & Company's Health & Welfare plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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