# Envelop Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/envelop-group-llc-401k-plan

> Envelop Group, LLC's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Envelop Group, LLC

- **Sponsor EIN:** 813095362

- **Sponsor Address:** 905 N. CAPITOL AVENUE, SUITE 200, INDIANAPOLIS, IN, 46204

- **Plan Type:** 401(k)

- **Total Participants:** 148

- **Total Assets:** $15.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|148|$15.4M|$512,489|$1.2M|

| 2023|132|$13.2M|$418,419|$994,222|

| 2022|104|$9.7M|$361,989|$864,861|

## 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|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

## 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|$73,670|$4,045|$69,625|—|—|

| 2023|$57,712|$2,850|$54,862|—|—|

| 2022|$51,872|$1,875|$49,997|—|—|

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