Plan Snapshot
- Plan Sponsor: Oakland Nursery, INC.
- Sponsor EIN: 310860843
- Sponsor Address: 1156 OAKLAND PARK AVENUE, COLUMBUS, OH, 43224
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $26.8M
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 | 374 | $26.8M | $507,833 | $965,360 |
| 2023 | 330 | $27.4M | $488,126 | $994,027 |
| 2022 | 339 | $22.5M | $482,455 | $962,101 |
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 |
|---|---|---|---|---|
| WHALEN & CO., CPA | 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 | $2,520 | — | $2,520 | — | — |
| 2023 | $2,923 | — | $2,923 | — | — |
| 2022 | $2,970 | — | $2,970 | — | — |