# Priority Envelope, INC. 401(k) Plan
Source: https://planprovider.pro/companies/priority-envelope-inc-401k-plan

> Priority Envelope, INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Priority Envelope, INC.

- **Sponsor EIN:** 411828245

- **Sponsor Address:** 2920 NORTHWEST BLVD, PLYMOUTH, MN, 55441

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

- **Total Participants:** 159

- **Total Assets:** $9.8M

## 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.|

| 2024|159|$9.8M|$148,872|$624,433|

| 2023|175|$8.6M|$125,715|$652,736|

| 2022|224|$9.0M|$141,131|$749,327|

## 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|$29,675|—|$29,675|

| RETIRERIGHT LLC|ADVISOR|$19,284|—|$19,284|

| BARTON WALTER & KRIER|ACCOUNTANT/AUDITOR|$14,900|—|$14,900|

| SMITH & HOWARD, PC|Auditor|$14,900|—|$14,900|

### 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

- [RETIRERIGHT LLC](https://planprovider.pro/provider/retireright-consulting-group) — ADVISOR

- [BARTON WALTER & KRIER](https://planprovider.pro/provider/barton-walter-and-krier-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,759

- **Estimated Expense Ratio:** 0.802% 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|$63,859|$19,284|—|$14,900|—|

| 2023|$57,495|$18,532|—|$12,895|—|

| 2022|$60,139|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/priority-envelope-inc-401k-plan)

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