Plan Snapshot
- Plan Sponsor: Jmf Underground, INC.
- Sponsor EIN: 331198087
- Sponsor Address: 841 W TRINDLE ROAD, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 19
- Total Assets: $49,469
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. |
|---|---|---|---|---|
| 2025 | 19 | $49,469 | $0 | $0 |
| 2024 | 48 | $5,332 | $175,324 | $135,911 |
| 2023 | 39 | $5,277 | $20,345 | $10,994 |
| 2022 | 23 | $13,576 | $236,166 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $38,067 | — | $38,067 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $15,150 | — | $15,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,217
- Estimated Expense Ratio: 107.576% 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 |
|---|---|---|---|---|---|
| 2025 | $422,514 | — | — | — | — |
| 2024 | $367,128 | — | — | — | — |
| 2023 | $41,705 | — | — | — | — |
| 2022 | $235,290 | — | — | — | — |