# Primitives By Kathy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/primitives-by-kathy-inc-233000388-502

> Primitives By Kathy, INC.'s 401(k) plan: 57 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [The Norman Group](https://planprovider.pro/companies/the-norman-group-222521774-501) — 144 participants

- [Primitives By Kathy, INC.](https://planprovider.pro/companies/primitives-by-kathy-inc-401k-plan) — 92 participants

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