Plan Snapshot
- Plan Sponsor: Northeast Agri Systems, INC.
- Sponsor EIN: 882481878
- Sponsor Address: 139 A WEST AIRPORT ROAD, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 45
- Total Assets: $93,462
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 | 45 | $93,462 | $0 | $0 |
| 2024 | 38 | $4,834 | $371,500 | $225,164 |
| 2023 | 35 | $36,649 | $330,103 | $228,790 |
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, LLC | Investment Advisor | $35,102 | — | $35,102 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $14,489 | — | $14,489 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,591
- Estimated Expense Ratio: 53.060% 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 | $563,232 | — | — | — | — |
| 2024 | $624,521 | — | — | — | — |
| 2023 | $613,293 | — | — | — | — |