Plan Snapshot
- Plan Sponsor: Neograf Solutions, LLC
- Sponsor EIN: 813604751
- Sponsor Address: 11709 MADISON AVE., LAKEWOOD, OH, 44107
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $11.9M
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 | 77 | $11.9M | $335,568 | $535,957 |
| 2023 | 73 | $10.4M | $329,272 | $554,066 |
| 2022 | 106 | $9.6M | $399,285 | $620,044 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $34,806 | $20,000 | $14,806 | — | — |
| 2023 | $18,026 | $5,000 | $13,026 | — | — |
| 2022 | $9,551 | $5,000 | $4,551 | — | — |