Plan Snapshot
- Plan Sponsor: Northeastern Envelope Company
- Sponsor EIN: 251194094
- Sponsor Address: 2 MAXSON DRIVE, OLD FORGE, PA, 18518
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.9M
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 | 108 | $8.9M | $165,658 | $205,716 |
| 2023 | 116 | $7.8M | $164,203 | $190,061 |
| 2022 | 111 | $6.2M | $162,071 | $169,233 |
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 |
|---|---|---|---|---|
| MMQ & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMQ & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,647 | $28,609 | — | — | — |
| 2023 | $34,107 | $23,950 | — | — | — |
| 2022 | $20,792 | — | — | — | — |