Plan Snapshot
- Plan Sponsor: Ntm Engineering, INC.
- Sponsor EIN: 205823136
- Sponsor Address: 130 W CHURCH STREET, DILLSBURG, PA, 17019
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 71
- Total Assets: $308,015
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 | 71 | $308,015 | $0 | $0 |
| 2024 | 96 | $148,797 | $1.1M | $270,906 |
| 2023 | 66 | $14,132 | $884,843 | $204,104 |
| 2022 | 68 | $4,440 | $621,743 | $157,884 |
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 | $83,894 | — | $83,894 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $29,988 | — | $29,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,882
- Estimated Expense Ratio: 36.973% 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 | $1,554,602 | — | — | — | — |
| 2024 | $1,277,660 | — | — | — | — |
| 2023 | $1,079,559 | — | — | — | — |
| 2022 | $752,622 | — | — | — | — |