# M Simon Zook Co Health & Welfare Plan
Source: https://planprovider.pro/companies/m-simon-zook-co-231496543-503

> M Simon Zook Co's Health & Welfare plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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