Plan Snapshot
- Plan Sponsor: Access Point Consulting, LLC
- Sponsor EIN: 832721047
- Sponsor Address: 6081 HAMILTON BLVD, ALLENTOWN, PA, 18106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 67
- Total Assets: $442,595
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. |
|---|---|---|---|---|
| 2025 | 67 | $442,595 | $0 | $0 |
| 2024 | 64 | $9,829 | $1.2M | $0 |
| 2023 | 12 | $101,535 | $81,083 | $0 |
| 2022 | 65 | $68,127 | $769,028 | $0 |
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 | $78,308 | — | $78,308 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $47,176 | — | $47,176 |
| HY HOLDINGS INC | Other Service Provider | $8,149 | — | $8,149 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,633
- Estimated Expense Ratio: 30.193% 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 |
|---|---|---|---|---|---|
| 2025 | $7,277,765 | — | — | — | — |
| 2024 | $1,470,954 | — | — | — | — |
| 2023 | $427,272 | — | — | — | — |
| 2022 | $1,125,883 | — | — | — | — |