Plan Snapshot
- Plan Sponsor: O & K American Corp.
- Sponsor EIN: 363550123
- Sponsor Address: 4630 W 55TH STREET, CHICAGO, IL, 60632
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 141 | $8.6M | $250,320 | $310,495 |
| 2023 | 114 | $7.8M | $219,400 | $264,370 |
| 2022 | 106 | $6.5M | $172,090 | $244,413 |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | 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 | $2,494 | — | — | — | — |
| 2023 | $1,644 | — | — | — | — |
| 2022 | $1,313 | — | — | — | — |