# Kennies Markets, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kennies-markets-inc-231579478-501

> Kennies Markets, INC.'s Health & Welfare plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennies Markets, INC.

- **Sponsor EIN:** 231579478

- **Sponsor Address:** 790 W. KING ST. SUITE 4, LITTLESTOWN, PA, 17340

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 84

- **Total Assets:** $302,365

## 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|84|$302,365|$624,436|$190,270|

| 2023|74|$5,976|$610,207|$36,228|

| 2022|74|$10,586|$566,950|$70,340|

## 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|

| E. K. MCCONKEY|Investment Advisor|$26,237|—|$26,237|

| BENEFITMALL|Other Service Provider|$5,367|—|$5,367|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,604

- **Estimated Expense Ratio:** 10.452% 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|$529,538|—|—|—|—|

| 2023|$784,026|—|—|—|—|

| 2022|$747,207|—|—|—|—|

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