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Original filing (PDF)20250611084623NAL0044961874001

COUNTERTEK INC.

Form 5500
FILING_RECEIVED
COUNTERTEK INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
32
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNTERTEK INC..
Plan sponsor
Name
COUNTERTEK INC.
EIN
27-1061198
Address
1215 RIDGE AVE. · EPHRATA, PA · 17522
Phone
(717) 336-2371
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
TOMPKINS INSURANCEWYOMISSING, PABROKER$14K
THE BENECON GROUP, LLC23-1315351BROKER$12K
Other
2
NameEINLocationRelationDirect compIndirect comp
CONNECTCARE326-1768616PATIENT ADVOCATE$3K
CAPITAL BLUECROSS23-0455154ADMIN-$4K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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