Retirement plan

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN

Name: GRAPHICS-ATLANTA, LLC - GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GRAPHICS-ATLANTA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN, GRAPHICS-ATLANTA, LLC

GRAPHICS-ATLANTA, LLCEIN 58-1048174Plan #002PY 2024

2196 WEST PARK COURT - STONE MOUNTAIN, GA 30087770-498-4091graphicsinatlanta.comLinkedIn1-10 employeesprinting

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$37.3M

+24.4% from 2023

Total participants

574

+0.5% from 2023

Average account balance

$85,834

+6.4% from 2023

Annual return

26.18%

+6.28 pp from 2023

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.34M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

435

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.

66.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+26.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205	Recordkeeping	$26,488

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$28K

$68 / participant

Recordkeeping$28K100.0%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRAZIER & DEETER LLC
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,834

$106,264-19.2%

$147,117-41.7%

$77,762+10.4%

Participation rate

66.1%

78.4%-12.3pp

82.2%-16.1pp

70.6%-4.5pp

Annual return

26.18%

56.94%-30.8pp

420.54%-394.4pp

31.27%-5.1pp

Employer contribution / active EE

$1,911

$4,074-53.1%

$4,932-61.2%

$2,728-29.9%

Participant deferral / active EE

$4,273

$8,003-46.6%

$8,065-47.0%

$4,651-8.1%

Admin fee / account holder

$64

$334-80.9%

$12,993-99.5%

$433-85.2%

Provider

Service type

Compensation

ASCENSUS LLC5 years

Filed as: FUTUREPLAN BY ASCENSUS

Service code 15

PO BOX 55788 · BOSTON, MA 02205

Recordkeeping

$26,488

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING 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