Retirement plan

GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN

Name: PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS - GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN, PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS

PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERSEIN 36-4053683Plan #001PY 2024

2651 WARRENVILLE ROAD, SUITE 500 - DOWNERS GROVE, IL 60515847-699-2999

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$24.4M

-16.7% from 2023

Total participants

213

+2.4% from 2023

Average account balance

$117,397

-19.5% from 2023

Annual return

11.06%

-1.99 pp from 2023

Benchmarks

See 2,063 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.42M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

208

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MANN ASSOCIATES, INC.10+ years Service code 13 · EIN 36-3801284 10 PARKWAY NORTH BLVD · DEERFIELD, IL 60015	Contract Administrator	$15,150
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$1,400
VEDDER PRICE1 year Filed as: VEDDER PRICE PC Service code 99 · EIN 36-3254526 222 N. LASALLE STREET · CHICAGO, IL 60601	Other Fees	$1,260

Plan features & details

Pension benefit codes2E2F2G2J2K2Q2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$120 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.075%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,397

$60,261+94.8%

$81,783+43.5%

$74,546+57.5%

Participation rate

96.7%

62.9%+33.9pp

72.4%+24.4pp

67.2%+29.5pp

Annual return

11.06%

16.88%-5.8pp

775.05%-764.0pp

1366.03%-1355.0pp

Employer contribution / active EE

$3,082

$2,622+17.6%

$2,913+5.8%

$2,624+17.4%

Participant deferral / active EE

$8,749

$3,388+158.3%

$4,320+102.5%

$4,347+101.2%

Admin fee / account holder

$88

$1,482-94.0%

$7,380-98.8%

$1,944-95.4%

Provider

Service type

Compensation

MANN ASSOCIATES, INC.10+ years

Service code 13 · EIN 36-3801284

10 PARKWAY NORTH BLVD · DEERFIELD, IL 60015

Contract Administrator

$15,150

AMERICAN FUNDS5 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64 · EIN 95-1411037

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$1,400

VEDDER PRICE1 year

Filed as: VEDDER PRICE PC

Service code 99 · EIN 36-3254526

222 N. LASALLE STREET · CHICAGO, IL 60601

Other Fees

$1,260

GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN

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