Plan Snapshot
- Plan Sponsor: Joe Jurgielewicz & Son, Ltd
- Sponsor EIN: 222620649
- Sponsor Address: 189 CHEESE LANE, HAMBURG, PA, 19526
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $7.7M | $402,593 | $731,023 |
| 2023 | 220 | $6.6M | $354,304 | $662,676 |
| 2022 | 185 | $4.9M | $318,555 | $566,072 |
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 |
|---|---|---|---|---|
| ALAN ROSS & COMPANY, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,073 | $25,819 | $5,254 | — | — |
| 2023 | $27,877 | $24,861 | $3,016 | — | — |
| 2022 | $18,215 | $15,617 | $2,598 | — | — |