Plan Snapshot
- Plan Sponsor: Wallace Graphics, INC.
- Sponsor EIN: 581796985
- Sponsor Address: 2450 MEADOWBROOK PKWY, DULUTH, GA, 30096
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 124 | $8.5M | $276,762 | $613,346 |
| 2023 | 125 | $6.8M | $248,937 | $549,833 |
| 2022 | 83 | $5.4M | $187,337 | $400,439 |
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 |
|---|---|---|---|---|
| CONNER ASH P. C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,054 | $30,126 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |