# Cutco Cutlery Corporation 401(k) Plan
Source: https://planprovider.pro/companies/cutco-cutlery-corporation-401k-plan

> Cutco Cutlery Corporation's 401(k) plan: 362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cutco Cutlery Corporation

- **Sponsor EIN:** 161375641

- **Sponsor Address:** 1116 EAST STATE STREET, OLEAN, NY, 14760

- **Plan Type:** 401(k)

- **Total Participants:** 362

- **Total Assets:** $82.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|362|$82.7M|$1.9M|$2.1M|

| 2023|367|$71.8M|$2.2M|$1.9M|

| 2022|395|$58.6M|$2.7M|$2.0M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$112,969|—|$112,969|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$12,671|—|$12,671|

| BWB|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BWB](https://planprovider.pro/provider/buffamante-whipple-buttafaro-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,640

- **Estimated Expense Ratio:** 0.152% 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|

| 2024|$125,940|$112,969|—|—|—|

| 2023|$101,355|$91,899|—|—|—|

| 2022|$101,831|$92,832|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cutco-cutlery-corporation-401k-plan)

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