# Sterman Masser, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sterman-masser-inc-401k-plan

> Sterman Masser, INC.'s 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sterman Masser, INC.

- **Sponsor EIN:** 231726207

- **Sponsor Address:** 2 FEARNOT ROAD, BOX 210, SACRAMENTO, PA, 17968

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

- **Total Participants:** 444

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|444|$13.4M|$442,123|$936,288|

| 2023|359|$11.4M|$879,941|$419,058|

| 2022|343|$9.1M|$371,297|$796,999|

## 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|

| RKL LLP|Auditor|$9,156|—|$9,156|

### Verified Provider Profiles

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

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,156

- **Estimated Expense Ratio:** 0.069% 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|$75,357|$41,827|$1,219|$9,156|—|

| 2023|$62,656|$29,018|$1,196|$13,165|—|

| 2022|$54,004|$80|—|—|—|

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