Original filing (PDF)20251015112706NAL0009325970001

CPAPERLESS LLC

Name: CPAPERLESS LLC — CPAPERLESS LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CPAPERLESS LLC

Form 5500

FILING_RECEIVED

CPAPERLESS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

110

Accounts w/ balance

115

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

6 collective trusts

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)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.

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 CPAPERLESS LLC.

Plan sponsor

Name

CPAPERLESS LLC

DBA

SAFESEND

EIN

26-3589251

Address

777 E EISENHOWER PKWY · ANN ARBOR, MI · 48108

Phone

(800) 716-2558

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 pooled funds· $316K

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
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001	Common Collective Trust	$145K	45.9%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	$115K	36.2%
SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487	Common Collective Trust	$28K	8.9%
STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	$17K	5.4%
CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$10K	3.2%
MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	$1K	0.3%