AL Golder signed Priority Envelope, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Priority Envelope, Inc.'s EIN is 41-1828245.
Download the official 2024 Form 5500 (PDF) for Priority Envelope, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Priority Envelope, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIRERIGHT LLC | 83-4477635 | — | ADVISOR | $19K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 96.7% | |
| [Assets held in participant loans] | Other | — | — | $187K | 1.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $135K | 1.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARTON WALTER & KRIER | 37-1658243 | — | ACCOUNTANT/AUDITOR | $15K | — |
