Plan Snapshot
- Plan Sponsor: Engle Printing & Publishing Co., INC.
- Sponsor EIN: 231988716
- Sponsor Address: P.O. BOX 500, MOUNT JOY, PA, 17552
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $25.6M | $575,758 | $450,921 |
| 2023 | 143 | $26.7M | $195,944 | $475,062 |
| 2022 | 150 | $24.2M | $197,502 | $459,492 |
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 |
|---|---|---|---|---|
| BOYER & RITTER | 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 | $135,471 | $46,401 | $89,070 | — | — |
| 2023 | $134,371 | $46,042 | $88,329 | — | — |
| 2022 | $133,252 | $45,572 | $87,680 | — | — |