Plan Snapshot
- Plan Sponsor: Artsquest
- Sponsor EIN: 232280560
- Sponsor Address: 25 W. THIRD STREET, BETHLEHEM, PA, 18015
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 59
- Total Assets: $120,982
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 | 59 | $120,982 | $0 | $0 |
| 2024 | 82 | $14,979 | $389,056 | $156,627 |
| 2023 | 79 | $6,385 | $482,258 | $135,332 |
| 2022 | 67 | $29,492 | $404,021 | $134,546 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $39,043 | — | $39,043 |
| THE BENECON GROUP, LLC | Investment Advisor | $38,532 | — | $38,532 |
| CAPITAL BLUECROSS | Other Service Provider | $11,685 | — | $11,685 |
| HY HOLDINGS INC | Other Service Provider | $6,642 | — | $6,642 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,902
- Estimated Expense Ratio: 79.270% 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 | $741,948 | — | — | — | — |
| 2024 | $515,793 | — | — | — | — |
| 2023 | $626,046 | — | — | — | — |
| 2022 | $567,383 | — | — | — | — |