Plan Snapshot
- Plan Sponsor: Oak Paper Products Co., INC.
- Sponsor EIN: 952052560
- Sponsor Address: 3686 EAST OLYMPIC BOULEVARD, LOS ANGELES, CA, 900233146
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $35,046 | $8,877 | $68,518 |
| 2022 | 188 | $10.0M | $100,505 | $778,049 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | RECORDKEEPER | $69,224 | — | $69,224 |
| RBC WEALTH MANAGEMENT | ADVISOR | $12,534 | — | $12,534 |
| MOSS ADAMS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,758
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 | $36,483 | — | $1,818 | — | — |
| 2023 | $40,906 | $6,267 | $34,612 | — | — |
| 2022 | $35,585 | $17,917 | $17,643 | — | — |