Andrea Valentino signed United Envelope, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Envelope, LLC's EIN is 80-0427874.
Download the official 2024 Form 5500 (PDF) for United Envelope, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Envelope, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
| PI | % 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 | Other securities | — | — | $5.7M | 22.1% | |
| Invesco S&P 500 Index Fund A N/R | Common Collective Trusts | — | — | $2.5M | 9.5% | |
| Columbia Dividend Income Fund A N/R | Other securities | — | — | $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 | Self-Directed Brokerage | — | — | $1.8M | 7.1% | |
| Alliance Bernstein AB Small Cap Growth Port A N/R | Other securities | — | — | $1.5M | 5.9% | |
| Delaware Macq Small Cap Value A N/R | Other securities | — | — | $1.0M | 4.0% | |
| MFS International Growth Fund R3 N/R | Mutual Funds | — | — | $595K | 2.3% | |
| Davis Financial Fund A N/R | Other securities | — | — | $554K | 2.1% | |
| Columbia Sligmn Tech Info F Cl A N/R | Common Stocks | — | — | $542K | 2.1% | |
| Participant Loans Interest rates of 4.25% - 9.50% $0 | Bonds / Notes | — | — | $501K | 1.9% | |
| Eaton Vance Eaton Vance World Health Sci Fd A N/R | Other securities | — | — | $483K | 1.9% | |
| BlackRock High Yield Port IA N/R | Other securities | — | — | $454K | 1.7% | |
| Capital Group American Funds 2035 Target Date N/R | Mutual Funds | — | — | $437K | 1.7% | |
| Retirement Fund R4 Loomis Sayles Loomis Sayles Investment Grade Bond N/R | Other securities | — | — | $309K | 1.2% | |
| Fund Capital Group American Funds New World R4 N/R | Mutual Funds | — | — | $308K | 1.2% | |
| Capital Group American Funds Cap World Bond R4 N/R | Mutual Funds | — | — | $196K | 0.8% | |
| Capital Group American Funds US Gvt Sec R4 N/R | Mutual Funds | — | — | $110K | 0.4% | |
| American Century Short Duration Inflation Protection Bond N/R | Other securities | — | — | $87K | 0.3% | |
| Fund Capital Group American Funds 2040 Target Date N/R | Mutual Funds | — | — | $58K | 0.2% | |
| Retirement Fund R4 MFS Utilities Fund R3 N/R | Mutual Funds | — | — | $44K | 0.2% | |
| Calvert Short Duration Income Fund A N/R | Other securities | — | — | $17K | <0.1% | |
| BNY Mellon Natural Resources Fund A N/R | Other securities | — | — | $11K | <0.1% | |
| Voya Gov't Money Market Fund A N/R | Cash / Money Market | — | — | $7K | <0.1% | |
| Invesco Glbl Rl Est Inc Fd A N/R | Mutual Funds | — | — | $1K | <0.1% |
