# Reading & Math, INC. 401(k) Plan
Source: https://planprovider.pro/companies/reading-math-inc-401k-plan

> Reading & Math, INC.'s 401(k) plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reading & Math, INC.

- **Sponsor EIN:** 472306902

- **Sponsor Address:** 1200 WASHINGTON AVE S, MINNEAPOLIS, MN, 55415

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

- **Total Participants:** 408

- **Total Assets:** $9.2M

## 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|408|$9.2M|$780,913|$1.3M|

| 2023|390|$6.3M|$559,842|$915,381|

| 2022|237|$4.0M|$240,210|$683,460|

## 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|

| USI ADVISORS|NONE|$23,879|—|$23,879|

| STANCORP FINANCIAL GROUP|NONE|$11,647|—|$11,647|

| BERGANKDV, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,526

- **Estimated Expense Ratio:** 0.385% 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|$43,354|—|$43,354|—|—|

| 2023|$33,908|$20,145|$13,763|—|—|

| 2022|$29,099|—|$13,625|—|$15,474|

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