Priority Envelope, Inc. 401(k) Retirement Plan
Sponsored by Priority Envelope, Inc. · EIN 411828245 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 159
- With balances
- 194
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Retireright, Llc CRD 300925 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,675 |
| Retireright Llc | Investment advisory (plan) | $19,284 |
| Barton Walter & Krier | Accounting | $14,900 |