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Original filing (PDF)20250924132601NAL0003041635001
STANDARD OFFSET PRINTING CO, INC.
Form 5500
FILING_RECEIVED
STANDARD OFFSET PRINTING CO, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
110
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD OFFSET PRINTING CO, INC..
Plan sponsor
Name
STANDARD OFFSET PRINTING CO, INC.
EIN
23-2247544
Address
500 E OREGON ROAD · LITITZ, PA · 17543
Phone
(717) 569-3264
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RKL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $36K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $15K | — |
| RKL LLP | — | LANCASTER, PA | NONE | $15K | — |
Investments
36 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K iShares 0 | — | — | — | $1.0M | 8.4% | |
| GM American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $849K | 7.0% | |
| GM Invesco Comstock R6 Invesco 0 | — | — | — | $834K | 6.9% | |
| GM Victory Pioneer Fundamental Growth R6 Victory 0 | — | — | — | $811K | 6.7% | |
| GM BlackRock Equity Dividend K BlackRock 0 | — | — | — | $810K | 6.7% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $680K | 5.6% | |
| GM iShares S&P 500 Index K iShares 0 | — | — | — | $643K | 5.3% | |
| GM PGIM Total Return Bond R6 PGIM 0 | — | — | — | $599K | 4.9% | |
| GM BlackRock Total Return K BlackRock 0 | — | — | — | $597K | 4.9% | |
| GM iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $544K | 4.5% | |
| GM iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $492K | 4.0% | |
| GM iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $407K | 3.3% | |
| BlackRock Equity Dividend K BlackRock 0 | — | — | — | $397K | 3.3% | |
| BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $394K | 3.2% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $332K | 2.7% | |
| GM American Funds US Government Sec R6 American Funds 0 | — | — | — | $326K | 2.7% | |
| GM Invesco Core Bond R6 Invesco 0 | — | — | — | $325K | 2.7% | |
| GM PIMCO Income Instl PIMCO 0 | — | — | — | $319K | 2.6% | |
| GM BlackRock Global Allocation K BlackRock 0 | — | — | — | $302K | 2.5% | |
| GM Lord Abbett Short Duration Income R6 Lord Abbett 0 | — | — | — | $270K | 2.2% | |
| GM American Funds Invmt Co of Amer R6 American Funds 0 | — | — | — | $223K | 1.8% | |
| GM American Funds Cap World Gr & Inc R6 American Funds 0 | — | — | — | $209K | 1.7% | |
| GM BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $206K | 1.7% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $129K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $116K | 1.0% | |
| Victory Pioneer Fundamental Growth R6 Victory 0 | — | — | — | $58K | 0.5% | |
| BlackRock Total Return K BlackRock 0 | — | — | — | $54K | 0.4% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $44K | 0.4% | |
| American Funds Invmt Co of Amer R6 American Funds 0 | — | — | — | $35K | 0.3% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $28K | 0.2% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $25K | 0.2% | |
| American Funds Cap World Gr & Inc R6 American Funds 0 | — | — | — | $24K | 0.2% | |
| Invesco Comstock R6 Invesco 0 | — | — | — | $21K | 0.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $13K | 0.1% | |
| Invesco Core Bond R6 Invesco 0 | — | — | — | $13K | 0.1% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $7K | <0.1% |
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