Plan Snapshot
- Plan Sponsor: Grafika Commercial Printing, INC.
- Sponsor EIN: 232609807
- Sponsor Address: 710 JOHNSTON STREET, SINKING SPRING, PA, 19608
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 92
- Total Assets: $431,974
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 92 | $431,974 | $0 | $0 |
| 2024 | 92 | $442,317 | $1.6M | $284,448 |
| 2023 | 94 | $246,824 | $1.4M | $229,714 |
| 2022 | 98 | $149,081 | $1.4M | $204,906 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $106,214 | — | $106,214 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $43,752 | — | $43,752 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,966
- Estimated Expense Ratio: 34.716% 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 |
|---|---|---|---|---|---|
| 2025 | $2,001,920 | — | — | — | — |
| 2024 | $1,711,160 | — | — | — | — |
| 2023 | $1,598,321 | — | — | — | — |
| 2022 | $1,865,758 | — | — | — | — |