Plan Snapshot
- Plan Sponsor: Countertek INC.
- Sponsor EIN: 271061198
- Sponsor Address: 1215 RIDGE AVE., EPHRATA, PA, 17522
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 35
- Total Assets: $121,441
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 | 35 | $121,441 | $0 | $0 |
| 2024 | 32 | $56,339 | $389,172 | $37,075 |
| 2023 | 39 | $13,284 | $334,253 | $2,590 |
| 2022 | 45 | $95,211 | $240,145 | $27,589 |
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 |
|---|---|---|---|---|
| TOMPKINS INSURANCE | Investment Advisor | $12,840 | — | $12,840 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,840
- Estimated Expense Ratio: 10.573% 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 | $390,368 | — | — | — | — |
| 2024 | $368,604 | — | — | — | — |
| 2023 | $295,431 | — | — | — | — |
| 2022 | $338,694 | — | — | — | — |