Plan Snapshot
- Plan Sponsor: Phototype Engraving Company, INC.
- Sponsor EIN: 310407010
- Sponsor Address: 2141 GILBERT AVE, CINCINNATI, OH, 45206
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $68.8M
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 | 394 | $68.8M | $940,795 | $3.0M |
| 2023 | 386 | $58.4M | $850,000 | $2.5M |
| 2022 | 335 | $47.5M | $589,789 | $2.3M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $165,189 | $265 | $165,454 |
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,454
- Estimated Expense Ratio: 0.241% 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 | $12,709 | — | $12,709 | — | — |
| 2023 | $12,290 | — | $12,290 | — | — |
| 2022 | $12,662 | — | $12,662 | — | — |