Plan Snapshot
- Plan Sponsor: W. N. Tuscano Agency, INC.
- Sponsor EIN: 232043946
- Sponsor Address: 950 HIGHLAND AVENUE, GREENSBURG, PA, 15601
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 127 | $28.9M | $628,648 | $693,039 |
| 2023 | 123 | $24.8M | $280,089 | $568,276 |
| 2022 | 115 | $22.0M | $709,713 | $504,424 |
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 |
|---|---|---|---|---|
| CYPHER & CYPHER, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,737 | $22,000 | $1,737 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |