How big is PEP Printing, Inc.'s plan?

PEP Printing, Inc.'s plan reported $16.2M in assets and 160 participants for 2024.

Original filing (PDF)20250923103156NAL0002505939001

PEP Printing, Inc.

Name: PEP Printing, Inc. — PEP Printing, Inc. 401(k), Form 5500 (2024)
Creator: PEP Printing, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PEP Printing, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · PEP Printing, Inc.'s PEP Printing, Inc. 401(k) Profit Sharing Plan held $16.2M in plan assets for 160 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

160

Accounts w/ balance

200

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

LISA HELD signed PEP Printing, Inc.'s 2024 Form 5500 as plan administrator.

LISA HELD — 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

PEP Printing, Inc.'s EIN is 93-0712053.

EIN 93-0712053

Plan number 002

Plan year 2024

ACK ID 20250923103156NAL0002505939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PEP Printing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 54K (4% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

PEP PRINTING, INC.

EIN

all filings

Address

5000 N BASIN AVENUE · PORTLAND, OR · 97217

Phone

(503) 223-4984

Industry

Manufacturing

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

WORTHY & COMPANY, LLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREEN VILLAGE, CO	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST PACIFIC FINANCIAL INC	—	VANCOUVER, WA	INVESTMENT ADVISOR	$39K	—

Investments

35 direct securities· $16.1M(99% of reported assets)

Mutual Funds

$13.3M

25 holdings

Other securities

$1.4M

8 holdings

Common Stocks

$770K

1 holding

Common Collective Trusts

$615K

1 holding

					% of plan
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$2.2M	13.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$1.9M	12.0%
American Funds American Funds Fundamental Investors R6	Mutual Funds	—	—	$1.5M	9.5%
American Funds American Funds Washington Mutual R6	Mutual Funds	—	—	$1.5M	9.2%
American Funds American Funds Intl Gr and Inc R6	Mutual Funds	—	—	$921K	5.7%
American Funds American Funds Growth Fund of America R6	Mutual Funds	—	—	$806K	5.0%
Empower Annuity Insurance Company of America Empower Select Guaranteed Fund	Common Stocks	—	—	$770K	4.8%
Metropolitan West Asset Mgmt, LLC Metropolitan West Total Return Bond Plan	Other securities	—	—	$765K	4.7%
American Funds American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$719K	4.4%
Vanguard Total Stock Mkt Idx Adm	Common Collective Trusts	—	—	$615K	3.8%
Dimensional Fund Advisors LP DFA US Small Cap	Mutual Funds	—	—	$610K	3.8%
American Funds American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$465K	2.9%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$363K	2.2%
American Funds American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$356K	2.2%
American Funds American Funds Capital Inc Bldr R6	Mutual Funds	—	—	$311K	1.9%
American Funds American Funds EuroPacific Gr R6	Mutual Funds	—	—	$272K	1.7%
American Funds American Funds New World R6	Mutual Funds	—	—	$256K	1.6%
American Funds American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$208K	1.3%
Empower T. Rowe Price Mid Cap Gr Inst	Other securities	—	—	$193K	1.2%
American Funds American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$190K	1.2%
American Funds American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$189K	1.2%
J.P. Morgan JPMorgan Mid Cap Value R6	Other securities	—	—	$189K	1.2%
American Funds American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$165K	1.0%
American Funds American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$99K	0.6%
Dimensional Fund Advisors LP DFA Global Real Estate Securities	Mutual Funds	—	—	$94K	0.6%
maturing through 2052 -0-	Other securities	—	—	$94K	0.6%
Parnassus Investments Parnassus Fixed Income Inst	Other securities	—	—	$69K	0.4%
Trillium ESG Global Equity Inst	Other securities	—	—	$63K	0.4%
Dodge & Cox Dodge & Cox Stock X	Mutual Funds	—	—	$59K	0.4%
Calvert Research and Mgmt Calvert Equity I	Other securities	—	—	$58K	0.4%
American Funds American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$14K	<0.1%
American Funds American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$8K	<0.1%
Impax Asset Mgmt LLC Impax Small Cap Institutional	Other securities	—	—	$7K	<0.1%
American Funds American Funds 2070 Trgt Date Retire R6	Mutual Funds	—	—	$7K	<0.1%
American Funds American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$4K	<0.1%