# John Gross & Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/john-gross-company-inc-231900738-501

> John Gross & Company, INC.'s Health & Welfare plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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