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Original filing (PDF)20251014101518NAL0002498705001
MACKAY MITCHELL ENVELOPE COMPANY, LLC
Form 5500
FILING_RECEIVED
MACKAY MITCHELL ENVELOPE COMPANY, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
212
Accounts w/ balance
144
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACKAY MITCHELL ENVELOPE COMPANY, LLC.
Plan sponsor
Name
MACKAY MITCHELL ENVELOPE COMPANY, LLC
EIN
01-0893495
Address
2100 ELM STREET SE · MINNEAPOLIS, MN · 554142597
Phone
(612) 378-6257
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $43K | — |
| HAYS COMPANIES | — | MINNEAPOLIS, MN | NONE | $30K | — |
| EISNERAMPER LLP | 87-1363769 | — | NONE | $14K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
20 direct securities · 1 pooled fund· $14.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.8M
20 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 K Mutual Fund | — | — | — | $2.9M | 19.3% | |
| BlackRock LifePath Index Retire K Mutual Fund | — | — | — | $2.3M | 15.3% | |
| BlackRock LifePath Index 2030 K Mutual Fund | — | — | — | $2.2M | 14.9% | |
| ONEAMERICA STABLE VALUE I MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| BlackRock LifePath Index 2040 K Mutual Fund | — | — | — | $1.0M | 6.8% | |
| Vanguard 500 Index Fund Admiral Class Mutual Fund | — | — | — | $1.0M | 6.8% | |
| Fidelity Blue Chip Growth K Mutual Fund | — | — | — | $824K | 5.5% | |
| JP Morgan Core Bond Fund Class I Mutual Fund | — | — | — | $787K | 5.3% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $498K | 3.3% | |
| Franklin Small Cap Value Fund Advisor Class Mutual Fund | — | — | — | $436K | 2.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $394K | 2.6% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Mutual Fund | — | — | — | $372K | 2.5% | |
| Thornburg International Equity Fund Class R6 Mutual Fund | — | — | — | $219K | 1.5% | |
| BlackRock LifePath Index 2045 K Mutual Fund | — | — | — | $198K | 1.3% | |
| BlackRock LifePath Index 2050 K Mutual Fund | — | — | — | $197K | 1.3% | |
| BlackRock LifePath Index 2055 K Mutual Fund | — | — | — | $154K | 1.0% | |
| account balances, due through * Notes receivable from participants 2029 | — | — | — | $149K | 1.0% | |
| BlackRock Emerging Markets Fund Class K Mutual Fund | — | — | — | $86K | 0.6% | |
| Wasatch International Growth Fund Investor Class Mutual Fund | — | — | — | $55K | 0.4% | |
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $30K | 0.2% | |
| BlackRock LifePath Index 2065 K Mutual Fund | — | — | — | $20K | 0.1% |
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