Plan Snapshot
- Plan Sponsor: Victor Envelope Company
- Sponsor EIN: 362762869
- Sponsor Address: 301 ARTHUR COURT, BENSENVILLE, IL, 601063381
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $39.9M
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. |
|---|---|---|---|---|
| 2024 | 238 | $39.9M | $207,036 | $1.0M |
| 2023 | 235 | $37.8M | $195,564 | $1.0M |
| 2022 | 225 | $32.2M | $186,134 | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $108,889 | — | $108,889 |
| IFP ADVISORS, INC. | INVESTMENT ADVISORY | — | $58,639 | $58,639 |
| FIRST AMERICAN BANK | 3RD PARTY ADMINISTRATOR | — | $20,243 | $20,243 |
| MILLER COOPER & CO, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $187,771
- Estimated Expense Ratio: 0.470% 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 | $108,758 | — | $108,758 | — | — |
| 2023 | $92,580 | — | $92,580 | — | — |
| 2022 | $94,757 | — | $94,757 | — | — |