# United Envelope, LLC 401(k) Plan
Source: https://planprovider.pro/companies/envelope-freedom-holdings-llc-401k-plan

> United Envelope, LLC's 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Envelope, LLC

- **Sponsor EIN:** 800427874

- **Sponsor Address:** 65 RAILROAD AVENUE, RIDGEFIELD, NJ, 07657

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

- **Total Participants:** 329

- **Total Assets:** $26.0M

## 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|329|$26.0M|$301,936|$1.1M|

| 2023|329|$26.0M|$294,843|$1.1M|

| 2022|348|$22.6M|$330,557|$1.0M|

## 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|

| BAKER TILLY, US LLP|SERVICE PROVIDER|$17,850|—|$17,850|

| ASCENSUS|THIRD PARTY ADMINISTRATOR|—|$11,723|$11,723|

| MERRILL LYNCH, PIERCE, FENNER & SMI|SERVICE PROVIDER|—|$8,972|$8,972|

| INTAC FUTUREPLAN|SERVICE PROVIDER|$6,685|—|$6,685|

| BAKER TILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,230

- **Estimated Expense Ratio:** 0.174% 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|$49,560|—|$49,560|—|—|

| 2023|$34,975|—|—|—|—|

| 2022|$17,125|—|$17,125|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/envelope-freedom-holdings-llc-401k-plan)

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