Plan Snapshot
- Plan Sponsor: Offset Paperback Mfrs., INC.
- Sponsor EIN: 231873471
- Sponsor Address: 2211 MEMORIAL DRIVE, DALLAS, PA, 18612
- Plan Type: 401(k)
- Total Participants: 1,038
- Total Assets: $88.4M
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 | 1,038 | $88.4M | $584,093 | $3.5M |
| 2023 | 1,061 | $85.4M | $247,873 | $3.2M |
| 2022 | 977 | $81.1M | $260,151 | $3.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $24,970 | — | $24,970 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,324 | — | $13,324 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,294
- Estimated Expense Ratio: 0.043% 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 | $44,874 | $23,801 | — | — | — |
| 2023 | $62,336 | $25,959 | — | — | — |
| 2022 | $42,289 | $28,551 | — | — | — |