Plan Snapshot
- Plan Sponsor: P.S. Greetings, INC.
- Sponsor EIN: 362995710
- Sponsor Address: 5730 N. TRIPP AVENUE, CHICAGO, IL, 60646
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $6.8M
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 | 2 | $6.8M | $73,715 | $390 |
| 2023 | 0 | $6.6M | $23,695 | $2,417 |
| 2022 | 3 | $7.6M | $0 | $64,583 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | ACCOUNTING FEES | $9,500 | — | $9,500 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORD KEEPER | $6,057 | — | $6,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — ACCOUNTING FEES
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,557
- Estimated Expense Ratio: 0.230% 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 | $15,557 | — | — | — | — |
| 2023 | $18,317 | — | — | — | — |
| 2022 | $26,440 | — | — | — | $20,500 |