Plan Snapshot
- Plan Sponsor: Standard Offset Printing Co., INC.
- Sponsor EIN: 232247544
- Sponsor Address: 433 PEARL STREET, READING, PA, 196031059
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 83
- Total Assets: $298,822
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. |
|---|---|---|---|---|
| 2025 | 83 | $298,822 | $0 | $0 |
| 2024 | 86 | $113,508 | $1.2M | $376,944 |
| 2023 | 87 | $52,587 | $1.0M | $366,547 |
| 2022 | 98 | $10,231 | $929,707 | $330,090 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $73,451 | — | $73,451 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $26,697 | — | $26,697 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,148
- Estimated Expense Ratio: 33.514% 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 |
|---|---|---|---|---|---|
| 2025 | $1,643,047 | — | — | — | — |
| 2024 | $1,580,987 | — | — | — | — |
| 2023 | $1,475,814 | — | — | — | — |
| 2022 | $1,802,970 | — | — | — | — |