Plan Snapshot
- Plan Sponsor: Trustees Of The Lithographers And Photoengravers Local285 Welfare Fund
- Sponsor EIN: 237237228
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 73
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2024 | 73 | $2.2M | $1.2M | $88,602 |
| 2023 | 76 | $2.3M | $1.3M | $103,976 |
| 2022 | 81 | $2.2M | $1.3M | $114,133 |
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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | Other Service Provider | $113,904 | — | $113,904 |
| MOONEY, GREEN, SAINDON, MURPHY & WE | Other Service Provider | $13,025 | — | $13,025 |
| CALIBRE CPA GROUP PLLC | Auditor | $11,710 | — | $11,710 |
| THE PHILADELPHIA TRUST COMPANY | Other Service Provider | $10,294 | — | $10,294 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,933
- Estimated Expense Ratio: 6.711% 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 | $1,443,048 | — | — | — | — |
| 2023 | $163,412 | — | $109,527 | $12,600 | — |
| 2022 | $161,190 | — | $106,851 | — | $20,928 |