# Northeast Concepts, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/northeast-concepts-inc-232732273-501

> Northeast Concepts, INC.'s Health & Welfare plan: 63 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Northeast Concepts, INC.

- **Sponsor EIN:** 232732273

- **Sponsor Address:** 2 WOODLAND DRIVE, DALLAS, PA, 18612

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 63

- **Total Assets:** $168,875

## 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|63|$168,875|$0|$0|

| 2024|67|$33|$65,727|$48,960|

| 2023|67|$35,947|$404,399|$304,799|

## 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|$55,665|—|$55,665|

| HEALTHNOW|Other Service Provider|$39,734|—|$39,734|

| CORPORATE SYNERGIES GROUP, LLC|Investment Advisor|$28,800|—|$28,800|

| REVIVEHEALTH, INC.|Other Service Provider|$10,309|—|$10,309|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,508

- **Estimated Expense Ratio:** 79.649% 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|$861,810|—|—|—|—|

| 2024|$161,062|—|—|—|—|

| 2023|$709,694|—|—|—|—|

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