Plan Snapshot
- Plan Sponsor: N & E Learning, LLC
- Sponsor EIN: 263442495
- Sponsor Address: 1239 LAMPLIGHTER DR, GROVE CITY, OH, 43123
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 96
- Total Assets: $3,990
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 | 96 | $3,990 | $0 | $0 |
| 2024 | 78 | $127,275 | $632,707 | $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 BENECON GROUP | Investment Advisor | $64,380 | — | $64,380 |
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $34,231 | — | $34,231 |
| REVIVEHEALTH, INC. | Other Service Provider | $16,263 | — | $16,263 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $10,468 | — | $10,468 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,342
- Estimated Expense Ratio: 3141.404% 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 | $963,999 | — | — | — | — |
| 2024 | $538,486 | — | — | — | — |