Plan Snapshot
- Plan Sponsor: Oak View Farms, L.L.C.
- Sponsor EIN: 391895496
- Sponsor Address: PO BOX 150, LAWLER, IA, 52154
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $4.9M
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 | 321 | $4.9M | $299,359 | $489,282 |
| 2023 | 280 | $3.7M | $268,283 | $438,134 |
| 2022 | 237 | $2.5M | $233,583 | $397,939 |
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 |
|---|---|---|---|---|
| HACKER NELSON & CO., CPAS | 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 | $7,795 | — | — | — | — |
| 2023 | $19,676 | — | — | $11,500 | — |
| 2022 | $7,625 | $7,625 | — | — | — |