Plan Snapshot
- Plan Sponsor: Antz Energy Systems, INC.
- Sponsor EIN: 231695009
- Sponsor Address: 325 E. WASHINGTON ST., SHENANDOAH, PA, 17976
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 24
- Total Assets: $26,248
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 | 24 | $26,248 | $0 | $0 |
| 2024 | 20 | $18,615 | $216,681 | $41,198 |
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 | $17,907 | — | $17,907 |
| CAPITAL BLUECROSS | Other Service Provider | $6,611 | — | $6,611 |
| WEBB INSURANCE, INC. | Investment Advisor | $6,150 | — | $6,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,668
- Estimated Expense Ratio: 116.839% 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 | $15,749 | — | — | — | — |
| 2024 | $253,667 | — | — | — | — |