# Adept Group LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/adept-group-llc-800149220-501

> Adept Group LLC's Health & Welfare plan: 17 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Adept Group LLC

- **Sponsor EIN:** 800149220

- **Sponsor Address:** 1 E BROAD STREET, BETHLEHEM, PA, 18018

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 17

- **Total Assets:** $138,708

## 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|17|$138,708|$0|$0|

| 2024|38|$97,818|$459,427|$115,631|

| 2023|35|$12,893|$498,531|$150,908|

| 2022|38|$18,037|$403,498|$145,133|

## 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, LLC|Investment Advisor|$24,528|—|$24,528|

| BSI CORPORATE BENEFITS|Investment Advisor|$12,530|—|$12,530|

| CAPITAL BLUE CROSS|Other Service Provider|$8,892|—|$8,892|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,950

- **Estimated Expense Ratio:** 33.127% 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|$411,448|—|—|—|—|

| 2024|$477,958|—|—|—|—|

| 2023|$709,672|—|—|—|—|

| 2022|$538,875|—|—|—|—|

## Similar Plans

- [Westinghouse Electric Company LLC](https://planprovider.pro/companies/westinghouse-electric-company-llc-401k-plan) — 12,540 participants

- [Ghr Healthcare, LLC](https://planprovider.pro/companies/general-healthcare-resources-401k-plan) — 5,372 participants

- [The Day & Zimmermann Group, INC.](https://planprovider.pro/companies/day-zimmermann-group-inc-401k-plan-013) — 4,384 participants

- [Mro Corporation](https://planprovider.pro/companies/mro-corporation-401k-plan) — 2,957 participants

- [Almac Group, INC.](https://planprovider.pro/companies/almac-group-inc-401k-plan) — 2,665 participants

- [Westinghouse Electric Company LLC](https://planprovider.pro/companies/westinghouse-electric-company-llc-plan-002) — 2,304 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/adept-group-llc-800149220-501)

© 2026 PlanProvider.Pro