Plan Snapshot
- Plan Sponsor: Bristol Graphics, INC. Dba Bristol Id Technologies, INC.
- Sponsor EIN: 161423296
- Sponsor Address: 1370 ROCHESTER STREET, LIMA, NY, 14485
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $5.1M
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 | 127 | $5.1M | $43,207 | $472,101 |
| 2023 | 144 | $4.3M | $73,012 | $500,171 |
| 2022 | 130 | $3.4M | $72,628 | $385,455 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD | 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 | $73,618 | $18,307 | $7,456 | — | — |
| 2023 | $66,072 | $14,945 | $9,631 | — | — |
| 2022 | $32,563 | $14,570 | $17,993 | — | — |