Plan Snapshot
- Plan Sponsor: Frank G. Love Envelopes, INC.
- Sponsor EIN: 750996352
- Sponsor Address: 10733 E UTE ST, TULSA, OK, 74116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 164
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 2025 | 164 | $6.0M | $0 | $0 |
| 2024 | 152 | $5.9M | $60,864 | $340,480 |
| 2023 | 146 | $5.7M | $33,328 | $339,438 |
| 2022 | 145 | $6.1M | $33,823 | $358,806 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $19,954 | — | $19,954 |
| MERILL LYNCH | Investment Advisor | $15,099 | — | $15,099 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,053
- Estimated Expense Ratio: 0.582% 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 |
|---|---|---|---|---|---|
| 2025 | $1,236,442 | $15,099 | $3,083 | — | — |
| 2024 | $25,629 | $14,315 | $1,575 | — | — |
| 2023 | $32,727 | $13,490 | $17,426 | — | — |
| 2022 | $37,942 | $37,942 | — | — | — |