Retirement plan

IMAGE GRAPHICS & LITHO, INC. 401(K) PLAN

Name: IMAGE GRAPHICS & LITHO, INC. - IMAGE GRAPHICS & LITHO, INC. 401(K) PLAN (2024) Form 5500
Creator: IMAGE GRAPHICS & LITHO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMAGE GRAPHICS & LITHO, INC. 401(K) PLAN, IMAGE GRAPHICS & LITHO, INC.

IMAGE GRAPHICS & LITHO, INC.dba IMAGE PRESSWORKSEIN 93-0775498Plan #001PY 2024

4544 NE 190TH LN - PORTLAND, OR 97230503-231-5659

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-4.5% from 2023

Total participants

-16.7% from 2023

Average account balance

$100,651

+2.8% from 2023

Annual return

8.34%

-6.98 pp from 2023

Benchmarks

See 8,599 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,599 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19669

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 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

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

$256K

$21308 / participant

Other / not subdivided$256K100.0%

% of EOY assets

19.541%

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

$100,651

$125,190-19.6%

$105,624-4.7%

$145,897-31.0%

Participation rate

83.3%

77.6%+5.7pp

75.3%+8.1pp

80.3%+3.0pp

Annual return

8.34%

225.22%-216.9pp

116.20%-107.9pp

552.29%-543.9pp

Employer contribution / active EE

$3,720-100.0%

$3,168-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,902

$5,716-14.2%

$5,013-2.2%

$6,689-26.7%

Admin fee / account holder

$19,669

$17,138+14.8%

$10,961+79.4%

$13,390+46.9%

IMAGE GRAPHICS & LITHO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMAGE GRAPHICS & LITHO, INC. 401(K) 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