Plan Snapshot
- Plan Sponsor: Oakley Transportation Group, INC.
- Sponsor EIN: 471451534
- Sponsor Address: 101 ABC ROAD, LAKE WALES, FL, 33859
- Plan Type: 401(k)
- Total Participants: 896
- Total Assets: $14.2M
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 | 896 | $14.2M | $125,780 | $1.6M |
| 2023 | 868 | $12.1M | $127,061 | $1.6M |
| 2022 | 1,067 | $10.9M | $134,045 | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $79,345 | — | $79,345 |
| KESTRA INVESTMENT SERVICES | BROKER | — | $33,160 | $33,160 |
| BUNTING, TRIPP, & INGLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- KESTRA INVESTMENT SERVICES — BROKER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,505
- Estimated Expense Ratio: 0.791% 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 | $79,354 | — | — | — | — |
| 2023 | $80,868 | — | — | — | — |
| 2022 | $85,521 | — | — | — | — |