Plan Snapshot
- Plan Sponsor: Tuckey Mechanical Services INC
- Sponsor EIN: 231696724
- Sponsor Address: 170 STOVER DRIVE, CARLISLE, PA, 17015
- Plan Type: 401(k)
- Plan Number: 525
- Total Participants: 42
- Total Assets: $7,966
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 | 42 | $7,966 | $400,879 | $129,567 |
| 2023 | 42 | $4,212 | $234,885 | $121,140 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $13,967 | — | $13,967 |
| BENEFIT CONNECTIONS | Investment Advisor | $13,642 | — | $13,642 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,609
- Estimated Expense Ratio: 346.585% 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 | $589,645 | — | — | — | — |
| 2023 | $419,708 | — | — | — | — |