Plan Snapshot
- Plan Sponsor: Indiana Oxygen Company
- Sponsor EIN: 350410770
- Sponsor Address: 6099 W. CORPORATE WAY, INDIANAPOLIS, IN, 46278
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 186 | $8.7M | $334,639 | $816,784 |
| 2023 | 181 | $6.9M | $248,289 | $734,989 |
| 2022 | 166 | $5.3M | $148,484 | $655,495 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PILE CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $39,026 | — | $39,026 | — | — |
| 2023 | $34,534 | — | $34,534 | — | — |
| 2022 | $33,132 | — | $33,132 | — | — |