Plan Snapshot
- Plan Sponsor: United Envelope, LLC
- Sponsor EIN: 800427880
- Sponsor Address: 65 RAILROAD AVENUE, RIDGEFIELD, NJ, 07657
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 388
- Total Assets: $26.9M
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. |
|---|---|---|---|---|
| 2025 | 388 | $26.9M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| MERRILL LYNCH | Other Service Provider | $32,751 | $23,177 | $55,928 |
| BAKER TILLY, US LLP | Other Service Provider | $18,375 | — | $18,375 |
| ASCENSUS | Recordkeeper | — | $12,361 | $12,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,664
- Estimated Expense Ratio: 0.322% 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 |
|---|---|---|---|---|---|
| 2025 | $3,733,756 | — | $89,157 | — | — |
| 2024 | $49,560 | — | $49,560 | — | — |