Plan Snapshot
- Plan Sponsor: Platinum Press INC
- Sponsor EIN: 412153639
- Sponsor Address: 4251 EMPIRE RD, FORT WORTH, TX, 76155
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $8.4M
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 | 245 | $8.4M | $384,172 | $675,866 |
| 2023 | 240 | $6.8M | $358,579 | $662,744 |
| 2022 | 200 | $5.3M | $309,434 | $598,786 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL | INVESTMENT/FINANCIAL ADVI | $15,488 | — | $15,488 |
| ADP, INC. | RECORD KEEPER | $10,578 | — | $10,578 |
| RPA FINANCIAL, LLC | INVESTMENT/FINANCIAL ADVI | $5,684 | — | $5,684 |
| AMERIPRISE FINANCIAL, LLC | INVESTMENT/FINANCIAL ADVI | $5,060 | — | $5,060 |
| CALVETTI FERGUSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- AMERIPRISE FINANCIAL, LLC — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,810
- Estimated Expense Ratio: 0.437% 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 | $36,813 | $28,204 | — | — | — |
| 2023 | $29,112 | $22,947 | — | — | — |
| 2022 | $28,645 | — | — | — | — |