Plan Ledger DOL Form 5500 · updated monthly

W. N. Tuscano Agency, Inc.401(k)

W.N. TUSCANO AGENCY, INC. 401(K) SAVINGS PLAN · GREENSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

W. N. Tuscano Agency, Inc. reported $23,737 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,950 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,216th-largest of 3,651 plans among Pennsylvania employers on file, and 2,467th of 4,798 in finance & insurance. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,850,982
Participants with balances130
Active participants127
Employer contributions$628,648
Employee contributions$693,039
Employer contribution per active participant$4,950
Average account balance$221,931
Benefits paid to participants$1,466,007
Plan auditUnmodified (clean) audit opinion
AuditorCYPHER & CYPHER, INC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,737
Investment management$22,000
Total administrative$23,737
The W. N. Tuscano Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$4,950
Median for plans this size$2,416

W. N. Tuscano Agency, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping$1,737
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$22,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$23,737 · 0.09%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Marquette Savings Bank PA$30.6M · 0.08%
Wayne Bank PA$28.2M · 0.03%
Lombard International PA$28.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232043946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.