Plan Snapshot
- Plan Sponsor: Kenmore Envelope Company, INC.
- Sponsor EIN: 540990877
- Sponsor Address: 4641 INTERNATIONAL TRADE COURT, RICHMOND, VA, 23231
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 151
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 151 | $0 | $0 | $0 |
| 2024 | 146 | $4.0M | $131,378 | $381,988 |
| 2023 | 157 | $4.0M | $143,217 | $417,706 |
| 2022 | 153 | $3.2M | $484,930 | $432,289 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $26,441 | — | $26,441 |
| LPL FINANCIAL LLC | Recordkeeper | — | $16,507 | $16,507 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,948
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 | $517,360 | — | — | — | — |
| 2024 | $25,359 | — | — | — | — |
| 2023 | $21,518 | — | $21,518 | — | — |
| 2022 | $15,474 | — | $15,474 | — | — |