# Tuckey Mechanical Services INC Health & Welfare Plan
Source: https://planprovider.pro/companies/tuckey-mechanical-services-inc-231696724-525

> Tuckey Mechanical Services INC's Health & Welfare plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tuckey Mechanical Services INC

- **Sponsor EIN:** 231696724

- **Sponsor Address:** 170 STOVER DRIVE, CARLISLE, PA, 17015

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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