# Oakley Transportation Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oakley-transportation-group-inc-401k-plan

> Oakley Transportation Group, INC.'s 401(k) plan: 896 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES](https://planprovider.pro/provider/christensen-group-financial-llc) — 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|—|—|—|—|

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