# Paperless INC. 401(k) Plan
Source: https://planprovider.pro/companies/paperless-inc-401k-plan

> Paperless INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paperless INC.

- **Sponsor EIN:** 263488606

- **Sponsor Address:** 115 BROADWAY, NEW YORK, NY, 10128

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $14.6M

## 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|131|$14.6M|$459,705|$1.1M|

| 2023|104|$10.9M|$383,425|$903,827|

| 2022|87|$8.0M|$347,674|$723,504|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,690|—|$23,690|

| B.RILEY WEALTH ADVISORS INC|ADVISOR|$22,419|—|$22,419|

| SAMUEL GOLDSTEIN & CO, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAMUEL GOLDSTEIN & CO, PC](https://planprovider.pro/provider/samuel-goldstein-and-co-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,109

- **Estimated Expense Ratio:** 0.317% 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|$53,915|$25,300|—|—|—|

| 2023|$40,080|$30,142|—|—|—|

| 2022|$36,936|$585|—|—|—|

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