Plan Snapshot
- Plan Sponsor: Gentech Associates, INC.
- Sponsor EIN: 202752901
- Sponsor Address: 9100 PURDUE RD SUITE 200, INDIANAPOLIS, IN, 46268
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 91
- Total Assets: $25,796
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 | 91 | $25,796 | $646,573 | $277,134 |
| 2023 | 87 | $1,221 | $494,268 | $330,222 |
| 2022 | 110 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| THE CAPITAL GROUP (ARMFIELD, HARRIS | Investment Advisor | $52,150 | — | $52,150 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $37,235 | — | $37,235 |
| THE BENECON GROUP | Investment Advisor | $20,800 | — | $20,800 |
| CONNECTCARE3 | Other Service Provider | $5,865 | — | $5,865 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,050
- Estimated Expense Ratio: 449.876% 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 | $913,063 | — | — | — | — |
| 2023 | $919,389 | — | — | — | — |
| 2022 | — | — | — | — | — |