Plan Snapshot
- Plan Sponsor: Southern Graphics INC.
- Sponsor EIN: 562555719
- Sponsor Address: 626 W. MAIN ST., LOUISVILLE, KY, 40202
- Plan Type: DC
- Total Participants: 1,241
- Total Assets: $202.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,241 | $202.1M | $2.1M | $7.8M |
| 2023 | 1,236 | $189.3M | $2.0M | $7.9M |
| 2022 | 1,370 | $183.2M | $2.9M | $8.6M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | $40,197 | — | $40,197 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,197
- Estimated Expense Ratio: 0.020% 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 | $211,447 | $5,989 | — | $40,197 | — |
| 2023 | $244,464 | — | — | $20,400 | — |
| 2022 | $254,458 | $4,751 | — | — | $20,742 |