Retirement plan

MARCUS PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MARCUS PRINTING, INC. - MARCUS PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MARCUS PRINTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARCUS PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST, MARCUS PRINTING, INC.

MARCUS PRINTING, INC.EIN 04-2325376Plan #002PY 2025

750 MAIN STREET - HOLYOKE, MA 01040413-534-3303

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+15.6% from 2024

Total participants

0.0% from 2024

Average account balance

$156,755

+15.6% from 2024

Annual return

10.82%

-7.57 pp from 2024

Benchmarks

See 1,901 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort1,901 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$157K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$706

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$743 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.450%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$156,755

$177,595-11.7%

$148,496+5.6%

$198,609-21.1%

Participation rate

100.0%

79.3%+20.7pp

76.0%+24.0pp

82.4%+17.6pp

Annual return

10.82%

9.97%+0.9pp

12.33%-1.5pp

202.70%-191.9pp

Employer contribution / active EE

$1,886

$4,098-54.0%

$3,497-46.1%

$5,055-62.7%

Participant deferral / active EE

$4,949

$5,539-10.7%

$4,808+2.9%

$6,977-29.1%

Admin fee / account holder

$706

$27,010-97.4%

$19,547-96.4%

$19,030-96.3%

MARCUS PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARCUS PRINTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion