# O2 Media, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o2-media-inc-401k-plan

> O2 Media, INC.'s 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holyfield-and-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|

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