Plan Snapshot
- Plan Sponsor: Epi Printers, INC.
- Sponsor EIN: 381625912
- Sponsor Address: 5404 WAYNE ROAD, BATTLE CREEK, MI, 49037
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 458 | $16.3M | $173,414 | $530,888 |
| 2023 | 459 | $15.3M | $52,567 | $566,517 |
| 2022 | 441 | $12.8M | $58,298 | $575,143 |
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 |
|---|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE | $74,769 | — | $74,769 |
| YEO AND YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO AND YEO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,769
- Estimated Expense Ratio: 0.458% 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 | $74,769 | $57,074 | — | — | — |
| 2023 | $62,502 | $48,094 | — | — | — |
| 2022 | $65,101 | — | — | — | $65,101 |