# Essendant 401(k) Plan
Source: https://planprovider.pro/companies/essendant-401k-plan

> Essendant&#39;s 401(k) plan: 2,836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [VEDDER PRICE PC](https://planprovider.pro/provider/vedder-price-pc) — ATTORNEY/LEGAL

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|—|

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

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