Plan Snapshot
- Plan Sponsor: United Envelope, LLC
- Sponsor EIN: 800427880
- Sponsor Address: 65 RAILROAD AVENUE, RIDGEFIELD, NJ, 07657
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $26.0M
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 | 329 | $26.0M | $301,936 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | SERVICE PROVIDER | $17,850 | — | $17,850 |
| ASCENSUS | THIRD PARTY ADMINISTRATOR | — | $11,723 | $11,723 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | SERVICE PROVIDER | — | $8,972 | $8,972 |
| INTAC FUTUREPLAN | SERVICE PROVIDER | $6,685 | — | $6,685 |
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,230
- Estimated Expense Ratio: 0.174% 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 | $49,560 | — | $49,560 | — | — |