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Original filing (PDF)20230816101805NAL0002246928001
WORCESTER ENVELOPE COMPANY
Form 5500
FILING_RECEIVED
WORCESTER ENVELOPE CO. 401(K) RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 7.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 7.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORCESTER ENVELOPE COMPANY.
Plan sponsor
Name
WORCESTER ENVELOPE COMPANY
EIN
04-1989150
Address
22 MILLBURY STREET · AUBURN, MA · 01501
Phone
(508) 832-5394
Industry
Manufacturingsee all
Plan administrator
Name
WORCESTER ENVELOPE COMPANY
EIN
04-1989150
City
AUBURN, MA
Phone
(508) 832-5394
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-02-04
Filed
2023-08-16
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H&H RETIREMENT SERVICES, INC. | 20-0346540 | — | NONE | $2K | — |
| H&H INVESTMENT SERVICES, INC. | 06-1461865 | — | NONE | $0 | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE GIC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $0 | — |
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