Plan Ledger DOL Form 5500 · updated monthly

United Envelope, LLC401(k)

UNITED ENVELOPE, LLC 401(K) PLAN · RIDGEFIELD, NJ · plan year 2023

Reported admin expense ratio · 2023
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

United Envelope, LLC reported $34,975 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $896 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 908th-largest of 2,419 plans among New Jersey employers on file, and the 4,989th of 13,661 in manufacturing. In 2023, employees put in $3.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,984,999
Participants with balances513
Active participants329
Employer contributions$294,843
Employee contributions$1,060,136
Employer contribution per active participant$896
Average account balance$50,653
Benefits paid to participants$1,599,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 410 accts · $302K emplr
2023$26.0M · 513 accts · $295K emplr
2022$22.6M · 614 accts · $331K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,975
Total administrative$34,975
The United Envelope, LLC 401(k) match · 2023
Employer contribution per active participant$896
Median for plans this size$2,440
2024$918 per active participant
2023$896 per active participant
2022$950 per active participant

United Envelope, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASCENSUS · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$49,560 · 0.19%
2023$34,975 · 0.14%
2022$17,125 · 0.07%
Same employer
Similar plansManufacturing · New Jersey
E.T. Browne Drug Co., Inc NJ$27.3M · 0.18%
Marcal Manufacturing, LLC NJ$26.6M · 0.81%
United Envelope, LLC NJ$25.9M · 0.19%
Knf Neuberger, Inc. NJ$25.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800427874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.