# Tom Masano, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tom-masano-inc-231746978-501

> Tom Masano, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tom Masano, INC.

- **Sponsor EIN:** 231746978

- **Sponsor Address:** 815 LANCASTER AVENUE, READING, PA, 196070590

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

- **Plan Number:** 501

- **Total Participants:** 165

- **Total Assets:** $0

## 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.|

| 2024|165|$0|$0|$0|

| 2023|146|$105,842|$681,059|$860,832|

| 2022|152|$64,525|$763,564|$657,649|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$47,714|—|$47,714|

| THE BENECON GROUP, LLC|Investment Advisor|$30,594|—|$30,594|

| CONNECTCARE3|Other Service Provider|$11,291|—|$11,291|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,599

### 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|—|—|—|—|—|

| 2023|$106,698|—|—|—|—|

| 2022|$102,381|—|—|—|—|

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