Plan Snapshot
- Plan Sponsor: Penn Color INC.
- Sponsor EIN: 221661347
- Sponsor Address: 2755 BERGEY ROAD, HATFIELD, PA, 19440
- Plan Type: 401(k)
- Total Participants: 618
- Total Assets: $79.7M
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 | 618 | $79.7M | $1.5M | $3.8M |
| 2023 | 557 | $73.4M | $1.3M | $3.3M |
| 2022 | 585 | $66.5M | $1.2M | $3.2M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | $20,250 | — | $20,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,250
- Estimated Expense Ratio: 0.025% 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 | $260,046 | $103,813 | $23,792 | $20,250 | — |
| 2023 | $330,382 | $92,919 | $110,272 | $19,500 | — |
| 2022 | $325,851 | $94,839 | $106,033 | — | — |