Plan Snapshot
- Plan Sponsor: John Gross & Company, INC.
- Sponsor EIN: 231900738
- Sponsor Address: 400 CHERYL AVENUE, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 91
- Total Assets: $184,994
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 | 91 | $184,994 | $950,823 | $286,173 |
| 2023 | 84 | $109,681 | $784,497 | $256,855 |
| 2022 | 87 | $106,518 | $694,125 | $211,567 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFIT & FINANCIAL SERVIC | Investment Advisor | $31,407 | — | $31,407 |
| BENEFITMALL TPA | Other Service Provider | $6,498 | — | $6,498 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,905
- Estimated Expense Ratio: 20.490% 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 | $1,169,628 | — | — | — | — |
| 2023 | $1,064,878 | — | — | — | — |
| 2022 | $802,521 | — | — | — | — |