# Oakland Management Corp 401(k) Plan
Source: https://planprovider.pro/companies/oakland-management-corp-401k-plan

> Oakland Management Corp's 401(k) plan: 1,005 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakland Management Corp

- **Sponsor EIN:** 383196699

- **Sponsor Address:** 31731 NORTHWESTERN HIGHWAY, FARMINGTON HILLS, MI, 48334

- **Plan Type:** 401(k)

- **Total Participants:** 1,005

- **Total Assets:** $19.6M

## 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|1,005|$19.6M|$617,569|$2.1M|

| 2023|968|$16.0M|$584,177|$1.9M|

| 2022|829|$12.1M|$532,378|$1.6M|

## 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|

| ASCENSUS LLC|NONE|$15,070|—|$15,070|

| UNITED OF OMAHA|INVESTMENT COMPANY|$13,793|—|$13,793|

| GALLAGHER FIDUCIARY ADVISORS|NONE|$12,000|—|$12,000|

| FREEDMAN & GOLDBERG CPAS|NONE|$8,300|—|$8,300|

| FREEDMAN & GOLDBERG, C.P.A.S, P.C.|Auditor|$8,300|—|$8,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,463

- **Estimated Expense Ratio:** 0.292% 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|$49,163|$12,000|$28,863|$8,300|—|

| 2023|$52,839|$136|$24,403|$8,300|—|

| 2022|$46,908|$1,203|$25,805|—|$7,900|

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