Plan Snapshot
- Plan Sponsor: Appvion, INC.
- Sponsor EIN: 362556469
- Sponsor Address: 450 E 500 N, LINDON, UT, 84042
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,597
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,597 | $8.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIAMS BLACKHURT AND TERHUNEL | ERISA Attorney | $4,951,869 | — | $4,951,869 |
| BEUS GILBERT MCGRODER | Other Service Provider | $2,509,320 | — | $2,509,320 |
| ATERA CAPITAL, LLC | Other Service Provider | $479,250 | — | $479,250 |
| PREVIANT | Other Service Provider | $162,945 | — | $162,945 |
| HEMMING MORSE | Other Service Provider | $69,635 | — | $69,635 |
| VANDERWALKER REPORTING | Other Service Provider | $10,307 | — | $10,307 |
| ACE DISCOVERY | Other Service Provider | $8,124 | — | $8,124 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,191,450
- Estimated Expense Ratio: 102.601% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $8,224,116 | — | — | — | — |