Plan Snapshot
- Plan Sponsor: Oberer Residential Construction, Ltd
- Sponsor EIN: 311621488
- Sponsor Address: 3445 NEWMARK DRIVE, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 118 | $13.3M | $150,043 | $536,376 |
| 2023 | 110 | $11.6M | $130,761 | $490,880 |
| 2022 | 103 | $9.5M | $128,082 | $489,937 |
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 |
|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC. | Auditor | $11,900 | — | $11,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE & SCHOENFELD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,900
- Estimated Expense Ratio: 0.089% 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 | $16,404 | $1,012 | — | $11,900 | — |
| 2023 | $10,306 | $1,106 | — | $7,000 | — |
| 2022 | $3,470 | $651 | — | — | — |