Plan Snapshot
- Plan Sponsor: Essendant
- Sponsor EIN: 362431718
- Sponsor Address: ONE PARKWAY NORTH BLVD., DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 2,836
- Total Assets: $412.5M
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 | 2,836 | $412.5M | $4.6M | $14.7M |
| 2023 | 3,167 | $409.5M | $6.2M | $16.7M |
| 2022 | 3,678 | $371.5M | $5.6M | $16.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $161,111 | — | $161,111 |
| AON | CONSULTANT | $37,502 | — | $37,502 |
| VEDDER PRICE PC | ATTORNEY/LEGAL | $30,381 | — | $30,381 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- VEDDER PRICE PC — ATTORNEY/LEGAL
- RSM US LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,194
- Estimated Expense Ratio: 0.062% 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 | $254,194 | — | — | $25,200 | — |
| 2023 | $305,622 | — | $600 | $24,024 | — |
| 2022 | $424,946 | — | — | — | — |