Plan Snapshot
- Plan Sponsor: Prisma Graphic Corporation
- Sponsor EIN: 860380284
- Sponsor Address: 2937 E BROADWAY ROAD, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $17.6M
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 | 367 | $17.6M | $363,433 | $1.7M |
| 2023 | 369 | $15.5M | $305,228 | $1.6M |
| 2022 | 324 | $13.6M | $268,631 | $1.5M |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | INVESTMENT ADVISORY | $39,896 | $9 | $39,905 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $25,877 | — | $25,877 |
| EVERS ROBINSON LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — INVESTMENT ADVISORY
- EVERS ROBINSON LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,782
- Estimated Expense Ratio: 0.374% 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 | $65,773 | $39,896 | $25,877 | — | — |
| 2023 | $67,769 | $35,664 | $32,105 | — | — |
| 2022 | $55,325 | $25,221 | $30,104 | — | — |