Plan Snapshot
- Plan Sponsor: Joe Jurgielewicz & Son, Ltd.
- Sponsor EIN: 222620649
- Sponsor Address: 189 CHEESE LANE, HAMBURG, PA, 19526
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $62,487
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 | 0 | $62,487 | $2.2M | $0 |
| 2023 | 140 | $87,673 | $456,938 | $0 |
| 2022 | 115 | $0 | $0 | $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 |
|---|---|---|---|---|
| BROWN & BROWN (PA) | Investment Advisor | $62,020 | — | $62,020 |
| THE BENECON GROUP | Investment Advisor | $31,015 | — | $31,015 |
| CONNECTCARE3 | Other Service Provider | $9,676 | — | $9,676 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,711
- Estimated Expense Ratio: 164.372% 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 | $86,711 | — | $86,711 | — | — |
| 2023 | $13,954 | — | $13,954 | — | — |
| 2022 | — | — | — | — | — |