Plan Snapshot
- Plan Sponsor: New Directions Treatment Services
- Sponsor EIN: 232143569
- Sponsor Address: 2442 BRODHEAD ROAD, BETHLEHEM, PA, 18020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 21
- Total Assets: $63,672
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 | 21 | $63,672 | $34,649 | $0 |
| 2023 | 29 | $71,163 | $418,925 | $78,415 |
| 2022 | 30 | $8,280 | $132,327 | $34,430 |
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 | $11,948 | — | $11,948 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,948
- Estimated Expense Ratio: 18.765% 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 | $15,192 | — | — | — | — |
| 2023 | $437,386 | — | — | — | — |
| 2022 | $149,170 | — | — | — | — |