Plan Snapshot
- Plan Sponsor: Envases Usa, INC.
- Sponsor EIN: 020511999
- Sponsor Address: 12 HOWE DRIVE, AMHERST, NH, 03031
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $5.9M
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 | 202 | $5.9M | $382,811 | $693,039 |
| 2023 | 185 | $4.6M | $323,832 | $584,103 |
| 2022 | 161 | $3.2M | $285,875 | $498,152 |
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 |
|---|---|---|---|---|
| STOWE & DEGON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOWE & DEGON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,225 | — | $2,875 | — | — |
| 2023 | $750 | — | — | — | — |
| 2022 | $2,300 | — | — | — | — |