# Joe Jurgielewicz & Son, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/joe-jurgielewicz-son-ltd-401k-plan

> Joe Jurgielewicz & Son, Ltd's 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [R.W. Sauder, INC.](https://planprovider.pro/companies/r-w-sauder-inc-401k-plan) — 255 participants

- [Lewistown Valley Enterprises, INC.](https://planprovider.pro/companies/lewistown-valley-enterprises-inc-plan) — 185 participants

- [Hendrix-Isa, LLC](https://planprovider.pro/companies/hendrix-isa-llc-401k-plan) — 133 participants

- [Esbenshade, INC.](https://planprovider.pro/companies/esbenshade-inc-401k-plan) — 94 participants

- [Hillandale Gettysburg, LP](https://planprovider.pro/companies/hillandale-gettysburg-lp-401k-plan) — 892 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joe-jurgielewicz-son-ltd-401k-plan)

© 2026 PlanProvider.Pro