Plan Snapshot
- Plan Sponsor: M Simon Zook Co
- Sponsor EIN: 231496543
- Sponsor Address: 4960 HORSESHOE PIKE, HONEY BROOK, PA, 193440160
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 156
- Total Assets: $1.2M
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 | 156 | $1.2M | $2.3M | $327,430 |
| 2023 | 180 | $1.2M | $2.8M | $347,274 |
| 2022 | 185 | $1.2M | $2.9M | $242,417 |
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 BENEFITS & FINANCIAL SVC | Investment Advisor | $58,552 | — | $58,552 |
| HIGHMARK, INC. | Other Service Provider | $21,444 | — | $21,444 |
| BENEFITMALL | Other Service Provider | $12,115 | — | $12,115 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,111
- Estimated Expense Ratio: 7.498% 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 | $137,103 | — | $137,103 | — | — |
| 2023 | $146,530 | — | $146,530 | — | — |
| 2022 | $145,286 | — | $145,286 | — | — |