Plan Snapshot
- Plan Sponsor: Continental Envelope Corporation
- Sponsor EIN: 362125308
- Sponsor Address: 1700 AVERILL ROAD, GENEVA, IL, 601341668
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $16.9M | $82,798 | $507,792 |
| 2023 | 91 | $16.0M | $334,385 | $580,504 |
| 2022 | 92 | $14.0M | $132,291 | $653,770 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $75,060 | — | $75,060 |
| WILLIAM E HAMM AND ASSOCIATES INC | INVESTMENT ADVISORY | — | $40,748 | $40,748 |
| DHJJ LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,808
- Estimated Expense Ratio: 0.687% 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 |
|---|---|---|---|---|---|
| 2024 | $75,060 | — | $75,060 | — | — |
| 2023 | $70,427 | — | $70,427 | — | — |
| 2022 | $70,320 | — | $70,320 | — | — |