Plan Snapshot
- Plan Sponsor: Print & Graphic Communicaotn Associ
- Sponsor EIN: 161037029
- Sponsor Address: 636 NORTH FRENCH ROAD, STE #1, AMHERST, NY, 14228
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $11.5M
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 | 322 | $11.5M | $185,310 | $727,106 |
| 2023 | 286 | $13.3M | $170,845 | $801,528 |
| 2022 | 270 | $12.2M | $97,107 | $605,801 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $81,139 | — | $81,139 |
| NPPG FIDUCIARY SERVICES | PLAN ADMINISTRATOR | $19,949 | — | $19,949 |
| PINNACLE FINANCIAL SERVICES, INC | RECORDKEEPER | $18,193 | — | $18,193 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISORY- PLAN | $6,650 | — | $6,650 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,931
- Estimated Expense Ratio: 1.098% 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 | $145,692 | — | $145,692 | — | — |
| 2023 | $145,315 | — | $145,315 | — | — |
| 2022 | — | — | — | — | — |