Plan Snapshot
- Plan Sponsor: Oak Hill Capital Management, LLC
- Sponsor EIN: 432059713
- Sponsor Address: ONE STAMFORD PLAZA 263 TRESSER BLVD, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $52.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 55 | $52.0M | $1.1M | $940,653 |
| 2023 | 51 | $44.3M | $1.1M | $952,805 |
| 2022 | 58 | $35.9M | $1.1M | $162,418 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | 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 | $19,650 | $42,000 | — | — | — |
| 2023 | $12,848 | $35,000 | — | — | — |
| 2022 | $25 | — | — | — | — |