Plan Snapshot
- Plan Sponsor: Ateeco, INC.
- Sponsor EIN: 231511813
- Sponsor Address: 600 E. CENTER STREET, SHENANDOAH, PA, 17976
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 183
- Total Assets: $926,965
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. |
|---|---|---|---|---|
| 2024 | 183 | $926,965 | $2.3M | $648,413 |
| 2023 | 190 | $1.3M | $1.7M | $621,419 |
| 2022 | 205 | $2.0M | $2.1M | $616,539 |
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 |
|---|---|---|---|---|
| POWER KUNKLE GROUP, INC. | Investment Advisor | $57,299 | — | $57,299 |
| THE BENECON GROUP | Investment Advisor | $47,573 | — | $47,573 |
| HIGHMARK | Other Service Provider | $19,214 | — | $19,214 |
| CONNECTCARE 3 | Other Service Provider | $11,824 | — | $11,824 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,910
- Estimated Expense Ratio: 14.662% 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 |
|---|---|---|---|---|---|
| 2024 | $231,571 | — | $114,875 | — | — |
| 2023 | $208,612 | — | $110,584 | — | — |
| 2022 | $218,484 | — | — | — | $218,484 |