Plan Snapshot
- Plan Sponsor: Pep Printing, INC.
- Sponsor EIN: 930712053
- Sponsor Address: 5000 N BASIN AVENUE, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 160 | $16.2M | $126,400 | $732,900 |
| 2023 | 163 | $14.9M | $185,200 | $696,623 |
| 2022 | 148 | $13.6M | $283,500 | $676,510 |
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 |
|---|---|---|---|---|
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — 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 | $80,762 | $44,778 | $30,480 | — | — |
| 2023 | $67,490 | $39,187 | $26,163 | — | — |
| 2022 | $70,554 | $39,185 | $31,144 | — | — |