Plan Snapshot
- Plan Sponsor: O2 Media, INC.
- Sponsor EIN: 010726903
- Sponsor Address: 3860 NORTH POWERLINE ROAD, DEERFIELD BEACH, FL, 33073
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 223 | $7.0M | $286,633 | $865,820 |
| 2023 | 181 | $4.2M | $209,224 | $659,330 |
| 2022 | 161 | $2.8M | $198,315 | $532,753 |
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 |
|---|---|---|---|---|
| PROVENANCE WEALTH ADVISORS | RIA | $30,013 | — | $30,013 |
| HOLYFIELD & THOMAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLYFIELD & THOMAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,013
- Estimated Expense Ratio: 0.426% of plan assets
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 | $74,685 | — | $74,685 | — | — |
| 2023 | $56,833 | — | $56,833 | — | — |
| 2022 | $75,654 | $19,679 | $22,120 | — | $4,184 |