# Access Point Consulting, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/access-point-consulting-llc-832721047-501

> Access Point Consulting, LLC's Health & Welfare plan: 67 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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