# Countertek INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/countertek-inc-271061198-501

> Countertek INC.'s Health & Welfare plan: 35 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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