# Appvion, INC. 401(k) Plan
Source: https://planprovider.pro/companies/appvion-inc-362556469-001

> Appvion, INC.'s 401(k) plan: 1,597 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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