# Ateeco, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/ateeco-inc-231511813-503

> Ateeco, INC.'s Health & Welfare plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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