How big is Colorart Printing LLC's plan?

Colorart Printing LLC's plan reported $11.7M in assets and 1,311 participants for 2023.

Original filing (PDF)20241015220749NAL0017277635001

Colorart Printing LLC

Name: Colorart Printing LLC — Colorart Printing LLC 401(k), Form 5500 (2023)
Creator: Colorart Printing LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Colorart Printing LLC 401(k) Plan

401(k) retirement plan · Colorart Printing LLC's Colorart Printing LLC 401(k) Plan held $11.7M in plan assets for 1,311 participants in 2023, with OneAmerica as recordkeeper.

Signals · 2

Possibly inadequate fidelity bondCorrective distributions issued

Active participants

1,311

Accounts w/ balance

930

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

People on this filing

KATE Fenlon signed Colorart Printing LLC's 2023 Form 5500 as plan administrator.

KATE Fenlon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Colorart Printing LLC's EIN is 87-1134422.

EIN 87-1134422

Plan number 001

Plan year 2023

ACK ID 20241015220749NAL0017277635001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Colorart Printing LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Colorart Printing LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLORART PRINTING LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

COLORART PRINTING LLC

EIN

all filings

Address

101 WORKMAN CT · EUREKA, MO · 63025

Phone

(724) 899-4240

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$11K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAYS FINANCIAL GROUP	41-1931920	—	NONE	$0	—

Investments

31 direct securities · 1 pooled fund· $22.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$11.1M

1 holding

Other securities

$8.9M

13 holdings

Common Collective Trusts

$1.2M

3 holdings

Mutual Funds

$808K

11 holdings

Stable Value

$295K

1 holding

Bonds / Notes

$228K

1 holding

U.S. Treasuries

$84K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$8.3M Fidelity$1.0M Vanguard$696K JPMorgan$310K American Funds (Capital Group)$219K BlackRock / iShares$176K American Century$153K Lord Abbett$93K

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Auditor

ARMANINO LLP

Trustee / custodian

—

Agency / Mortgage-Backed

$15K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$11.1M	94.3%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2030 K MUTUAL FUND SHARES 0	Other securities	—	—	$2.2M	19.1%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2035 K MUTUAL FUND SHARES 0	Other securities	—	—	$1.8M	15.6%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2025 K MUTUAL FUND SHARES 0	Other securities	—	—	$1.6M	13.3%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$994K	8.5%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2045 K MUTUAL FUND SHARES 0	Other securities	—	—	$722K	6.2%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2050 K MUTUAL FUND SHARES 0	Other securities	—	—	$643K	5.5%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2040 K MUTUAL FUND SHARES 0	Other securities	—	—	$642K	5.5%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$310K	2.6%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$295K	2.5%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2055 K MUTUAL FUND SHARES 0	Other securities	—	—	$290K	2.5%
VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$238K	2.0%
PARTICIPANTS LOANS 4.25% TO 9.5% 0	Bonds / Notes	—	—	$228K	1.9%
VANGUARD LIFESTRAT GRTH INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$195K	1.7%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2020 K MUTUAL FUND SHARES 0	Other securities	—	—	$186K	1.6%
VANGUARD EXTENDED MKT IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$185K	1.6%
BLACKROCK MID-CAP GRO EQUITY K MUTUAL FUND SHARES 0	Other securities	—	—	$176K	1.5%
AMERICAN CENTURY AMERCENT SMCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$153K	1.3%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$135K	1.2%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2060 K MUTUAL FUND SHARES 0	Other securities	—	—	$134K	1.1%
MFS MID CAP VALUE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$120K	1.0%
LORD ABBETT LORD ABBETT BOND DEBENTURE R6 MUTUAL FUND SHARES 0	U.S. Treasuries	—	—	$84K	0.7%
AMERICAN FUNDS AMERFDS NEW WORLD R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$59K	0.5%
VANGUARD TOTAL INT STK IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$57K	0.5%
STATE STREET STATE STREET TGT RETIRE 2065 K MUTUAL FUND SHARES 0	Other securities	—	—	$44K	0.4%
AMERICAN FUNDS AMERFDS AMERICAN MUTUAL R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$24K	0.2%
FIDELITY ADV TOTAL BOND Z MUTUAL FUND SHARES 0	Mutual Funds	—	—	$19K	0.2%
VANGUARD GNMA ADM MUTUAL FUND SHARES 0 793 VANGUARD INTL GR ADM MUTUAL FUND SHARES 0	Agency / Mortgage-Backed	—	—	$15K	0.1%
LORD ABBETT LORD ABBETT DEV GROWTH R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$10K	<0.1%
VANGUARD LIFESTRAT MOD GR INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$5K	<0.1%
VANGUARD LIFESTRAT INC INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$2K	<0.1%
VANGUARD LIFESTRAT CSRV GR INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1K	<0.1%

1–32 of 32

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