Plan Snapshot
- Plan Sponsor: Mackay Mitchell Envelope Company, LLC
- Sponsor EIN: 010893495
- Sponsor Address: 2100 ELM STREET SE, MINNEAPOLIS, MN, 554142597
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $14.9M
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. |
|---|---|---|---|---|
| 2024 | 212 | $14.9M | $152,562 | $422,302 |
| 2023 | 193 | $14.3M | $154,114 | $427,222 |
| 2022 | 209 | $13.3M | $78,630 | $409,100 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $43,412 | — | $43,412 |
| HAYS COMPANIES | NONE | $30,000 | — | $30,000 |
| EISNERAMPER LLP | NONE | $14,280 | — | $14,280 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,692
- Estimated Expense Ratio: 0.589% 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 | $87,692 | $30,000 | — | $14,280 | — |
| 2023 | $78,009 | $30,000 | — | $6,300 | — |
| 2022 | $101,413 | $29,498 | — | — | $71,915 |