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Original filing (PDF)20250722084358NAL0001151315001
UNITED ENVELOPE, LLC
Form 5500
FILING_RECEIVED
UNITED ENVELOPE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
329
Accounts w/ balance
410
Plan assets (EOY)
$26.0M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Voya Capital Appreciation Port Advisor N/R" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED ENVELOPE, LLC.
Plan sponsor
Name
UNITED ENVELOPE, LLC
EIN
80-0427874
Address
65 RAILROAD AVENUE · RIDGEFIELD, NJ · 07657
Phone
(201) 699-5780
Industry
Manufacturingsee 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
2025-07-22
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY, US LLP | 39-0859910 | — | SERVICE PROVIDER | $18K | — |
| INTAC FUTUREPLAN | 22-2446239 | — | SERVICE PROVIDER | $7K | — |
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $51.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$25.5M
1 holding
Uncategorized
$19.3M
24 holdings
Mutual Funds
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND VOYA RETIREMENT INS. AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $25.5M | 98.1% | |
| s * Voya Capital Appreciation Port Advisor N/R | Mutual Funds | — | — | $6.6M | 25.6% | |
| JP Morgan Large Cap Growth Fund A N/R | — | — | — | $5.7M | 22.1% | |
| Invesco S&P 500 Index Fund A N/R | — | — | — | $2.5M | 9.5% | |
| Columbia Dividend Income Fund A N/R | — | — | — | $2.0M | 7.7% | |
| Self-Directed Brokerage Account Morgan Stanley Smith Barney Self Directed Brokerage Account N/R 212 Collective Investment Trust * Voya Stable Value Fund 100 CIT N/R | — | — | — | $1.8M | 7.1% | |
| Alliance Bernstein AB Small Cap Growth Port A N/R | — | — | — | $1.5M | 5.9% | |
| Delaware Macq Small Cap Value A N/R | — | — | — | $1.0M | 4.0% | |
| MFS International Growth Fund R3 N/R | — | — | — | $595K | 2.3% | |
| Davis Financial Fund A N/R | — | — | — | $554K | 2.1% | |
| Columbia Sligmn Tech Info F Cl A N/R | — | — | — | $542K | 2.1% | |
| Participant Loans Interest rates of 4.25% - 9.50% $0 | — | — | — | $501K | 1.9% | |
| Eaton Vance Eaton Vance World Health Sci Fd A N/R | — | — | — | $483K | 1.9% | |
| BlackRock High Yield Port IA N/R | — | — | — | $454K | 1.7% | |
| Capital Group American Funds 2035 Target Date N/R | — | — | — | $437K | 1.7% | |
| Retirement Fund R4 Loomis Sayles Loomis Sayles Investment Grade Bond N/R | — | — | — | $309K | 1.2% | |
| Fund Capital Group American Funds New World R4 N/R | — | — | — | $308K | 1.2% | |
| Capital Group American Funds Cap World Bond R4 N/R | — | — | — | $196K | 0.8% | |
| Capital Group American Funds US Gvt Sec R4 N/R | — | — | — | $110K | 0.4% | |
| American Century Short Duration Inflation Protection Bond N/R | — | — | — | $87K | 0.3% | |
| Fund Capital Group American Funds 2040 Target Date N/R | — | — | — | $58K | 0.2% | |
| Retirement Fund R4 MFS Utilities Fund R3 N/R | — | — | — | $44K | 0.2% | |
| Calvert Short Duration Income Fund A N/R | — | — | — | $17K | <0.1% | |
| BNY Mellon Natural Resources Fund A N/R | — | — | — | $11K | <0.1% | |
| Voya Gov't Money Market Fund A N/R | — | — | — | $7K | <0.1% | |
| Invesco Glbl Rl Est Inc Fd A N/R | — | — | — | $1K | <0.1% |
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