Plan Snapshot
- Plan Sponsor: One Stop Mailing, LLC
- Sponsor EIN: 383691560
- Sponsor Address: 601 REGENCY DRIVE, GLENDALE HEIGHTS, IL, 60139
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $14.1M
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 | 365 | $14.1M | $1.2M | $1.1M |
| 2023 | 367 | $11.0M | $1.0M | $950,831 |
| 2022 | 284 | $8.3M | $905,783 | $793,102 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $106,640 | — | $106,640 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $34,278 | $419 | $34,697 |
| MILLER COOPER & CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MILLER COOPER & CO. LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,337
- Estimated Expense Ratio: 1.004% 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 | $140,919 | $34,278 | — | — | — |
| 2023 | $98,354 | $25,907 | — | — | — |
| 2022 | $75,522 | — | — | — | — |