Plan Snapshot
- Plan Sponsor: Publications International, Ltd.
- Sponsor EIN: 362638265
- Sponsor Address: 8140 LEHIGH AVENUE, MORTON GROVE, IL, 60053
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 91 | $16.7M | $0 | $529,870 |
| 2023 | 93 | $15.7M | $0 | $508,496 |
| 2022 | 101 | $14.5M | $0 | $520,282 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $11,700 | — | $11,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,700
- Estimated Expense Ratio: 0.070% 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 | $99,074 | $39,438 | — | $11,700 | — |
| 2023 | $105,731 | $34,865 | — | $27,510 | — |
| 2022 | $115,630 | $40,615 | — | — | $26,670 |