Plan Snapshot
- Plan Sponsor: Universal Printing Company LLC
- Sponsor EIN: 300609958
- Sponsor Address: 1205 O'NEILL HIGHWAY, DUNMORE, PA, 18512
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $9.3M
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 | 165 | $9.3M | $269,094 | $447,183 |
| 2023 | 153 | $7.8M | $258,846 | $403,097 |
| 2022 | 144 | $6.1M | $241,442 | $349,810 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $19,876 | — | $19,876 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,273 | — | $7,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,149
- Estimated Expense Ratio: 0.291% 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 | $30,776 | $10,900 | — | — | — |
| 2023 | $26,005 | $7,904 | — | — | — |
| 2022 | $21,238 | $2,981 | — | — | — |