Plan Ledger DOL Form 5500 · updated monthly

Northeastern Envelope Company401(k)

NORTHEASTERN ENVELOPE COMPANY, EMPLOYEES' PROFIT SHARING TRUST · OLD FORGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Northeastern Envelope Company reported $39,647 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $1,534 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 0.30% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,410th of 3,651), and 9,287th of 13,661 in manufacturing. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,876,027
Participants with balances120
Active participants108
Employer contributions$165,658
Employee contributions$205,716
Employer contribution per active participant$1,534
Average account balance$73,967
Benefits paid to participants$811,619
Plan auditUnmodified (clean) audit opinion
AuditorMMQ & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 120 accts · $166K emplr
2023$7.8M · 117 accts · $164K emplr
2022$6.2M · 117 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,038
Investment management$28,609
Total administrative$39,647
The Northeastern Envelope Company 401(k) match · 2024
Employer contribution per active participant$1,534
Median for plans this size$1,313
2024$1,534 per active participant
2023$1,416 per active participant
2022$1,460 per active participant

Northeastern Envelope Company's 2024 employer contribution ran above the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$28,609
ADP, INC. · Recordkeeping$11,038

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

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC.

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Administrative cost history3
2024$39,647 · 0.47%
2023$34,107 · 0.49%
2022$20,792 · 0.30%
Similar plansManufacturing · Pennsylvania
Elite Sportswear, L.P. PA$9.0M · 0.07%
Atomic Design, Inc. PA$9.0M · 1.09%
Matrix Tool Inc PA$8.9M · 0.34%
Carel USA, LLC PA$8.8M · 0.06%
Pannier Corporation PA$8.8M · 0.25%
Palram Americas, Inc. PA$8.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251194094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.