Plan Snapshot
- Plan Sponsor: Northeast Concepts, INC.
- Sponsor EIN: 232732273
- Sponsor Address: 2 WOODLAND DRIVE, DALLAS, PA, 18612
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 583 | $2.8M | $19,987 | $245,998 |
| 2023 | 350 | $2.3M | $22,201 | $265,777 |
| 2022 | 451 | $1.9M | $19,759 | $210,379 |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,263 | $2,078 | — | — | — |
| 2023 | $27,955 | — | — | — | — |
| 2022 | $8,571 | — | $8,571 | — | — |