Plan Snapshot
- Plan Sponsor: Customink, LLC
- Sponsor EIN: 541983207
- Sponsor Address: 1640 BORO PLACE, SUITE 301, TYSONS, VA, 22102
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $84.3M
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 | 670 | $84.3M | $877,239 | $4.8M |
| 2023 | 1,135 | $81.5M | $1.4M | $7.7M |
| 2022 | 1,866 | $64.2M | $1.4M | $7.7M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $212,737 | — | $212,737 |
| LION STREET ADVISORS, LLC | N/A | $44,000 | — | $44,000 |
| FIDELITY PERSONAL TRUST COMPANY | N/A | $25,466 | — | $25,466 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- LION STREET ADVISORS, LLC — N/A
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,203
- Estimated Expense Ratio: 0.335% 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 | $282,203 | $44,000 | — | — | — |
| 2023 | $264,933 | $44,000 | — | — | — |
| 2022 | $220,659 | $44,000 | — | — | $176,659 |