# Pep Printing, INC. DC Plan
Source: https://planprovider.pro/companies/pep-printing-inc-plan

> Pep Printing, INC.'s DC plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pep Printing, INC.

- **Sponsor EIN:** 930712053

- **Sponsor Address:** 5000 N BASIN AVENUE, PORTLAND, OR, 97217

- **Plan Type:** DC

- **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|

| FIRST PACIFIC FINANCIAL INC|INVESTMENT ADVISOR|$39,105|—|$39,105|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$30,480|—|$30,480|

| PENSION PLAN SPECIALISTS PC|TPA|$6,647|$10,000|$16,647|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$5,673|—|$5,673|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $91,905

- **Estimated Expense Ratio:** 0.567% 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|$80,762|$44,778|$30,480|—|—|

| 2023|$67,490|$39,187|$26,163|—|—|

| 2022|$70,554|$39,185|$31,144|—|—|

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