Plan Snapshot
- Plan Sponsor: Printing Industries Assoc., INC. Of So. California
- Sponsor EIN: 953920489
- Sponsor Address: 5800 S. EASTERN AVENUE, SUITE 400, LOS ANGELES, CA, 90040
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,212
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,212 | $9.0M | $39.1M | $0 |
| 2023 | 4,072 | $10.0M | $0 | $41.6M |
| 2022 | 5,742 | $10.5M | $0 | $47.5M |
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 |
|---|---|---|---|---|
| PIA-SC INSURANCE SERVICES | Other Service Provider | $2,054,347 | — | $2,054,347 |
| GROUP & PENSION ADMINISTRATOR (GPA) | Other Service Provider | $1,116,100 | — | $1,116,100 |
| PAYER MATRIX, LLC | Other Service Provider | $407,789 | — | $407,789 |
| PIASC-INSURACE SERVICES | Other Service Provider | $157,132 | — | $157,132 |
| ITS PASADENA, LLC | Other Service Provider | $62,259 | — | $62,259 |
| WINDES | Auditor | $54,050 | — | $54,050 |
| PIASC | Other Service Provider | $51,862 | — | $51,862 |
| OLIVER WYMAN, INC. | Other Service Provider | $46,489 | — | $46,489 |
| CALIFORNIA ASSO. OF SMALL EMPLOYER | Other Service Provider | $36,048 | — | $36,048 |
| PIA-SC | Other Service Provider | $31,308 | — | $31,308 |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | Other Service Provider | $26,375 | — | $26,375 |
| IRON MOUNTAIN | Other Service Provider | $23,803 | — | $23,803 |
| MARINA GRAPHICS, INC. | Other Service Provider | $21,837 | — | $21,837 |
| ATKINSON, ANDELSON, LOYA, RUUD & RO | Other Service Provider | $21,087 | — | $21,087 |
| THE CASTLE PRESS | Other Service Provider | $20,290 | — | $20,290 |
| AMERICAN EXPRESS | Other Service Provider | $14,825 | — | $14,825 |
| DIRECT CONNECTION | Other Service Provider | $12,295 | — | $12,295 |
| DOCTOR LAW GROUP LLP | Other Service Provider | $9,670 | — | $9,670 |
| FOR2FI, INC | Other Service Provider | $6,816 | — | $6,816 |
| PRINT.N.COPY | Other Service Provider | $5,926 | — | $5,926 |
| CANNON FINANCIAL | Other Service Provider | $5,623 | — | $5,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,185,931
- Estimated Expense Ratio: 46.577% 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 | $3,539,289 | — | — | — | — |
| 2023 | $3,806,825 | — | — | — | — |
| 2022 | $3,533,347 | — | — | — | — |