Plan Snapshot
- Plan Sponsor: Primitives By Kathy, INC.
- Sponsor EIN: 233000388
- Sponsor Address: 1817 WILLIAM PENN WAY, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 57
- Total Assets: $4,346
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 | 57 | $4,346 | $0 | $0 |
| 2024 | 62 | $2,961 | $28,676 | $17,925 |
| 2023 | 69 | $1,182 | $433,126 | $215,099 |
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 | $50,401 | — | $50,401 |
| FNL INSURANCE GROUP (FRANK N. LOTMA | Investment Advisor | $23,463 | — | $23,463 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,864
- Estimated Expense Ratio: 1699.586% 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 | $589,666 | — | — | — | — |
| 2024 | $264,441 | — | — | — | — |
| 2023 | $732,404 | — | — | — | — |