Plan Snapshot
- Plan Sponsor: T L F Graphics INC
- Sponsor EIN: 161150688
- Sponsor Address: 235 METRO PARK, ROCHESTER, NY, 146232618
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $14.3M
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 | 112 | $14.3M | $187,547 | $496,022 |
| 2023 | 115 | $12.6M | $188,443 | $470,129 |
| 2022 | 114 | $11.4M | $192,954 | $455,928 |
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 |
|---|---|---|---|---|
| CNB WEALTH MANAGEMENT | ADVISOR | $25,743 | — | $25,743 |
| PAYCHEX, INC. | RECORDKEEPER | $13,420 | — | $13,420 |
| DEJOY & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- DEJOY & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,163
- Estimated Expense Ratio: 0.275% 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 | $39,867 | — | $39,867 | — | — |
| 2023 | $39,732 | — | $39,732 | — | — |
| 2022 | $46,473 | — | $46,473 | — | — |