Plan Snapshot
- Plan Sponsor: Occunet, LLC
- Sponsor EIN: 271563468
- Sponsor Address: 1800 S WASHINGTON ST STE 300, AMARILLO, TX, 791022668
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $15.1M
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 | 202 | $15.1M | $632,565 | $1.2M |
| 2023 | 197 | $14.3M | $528,082 | $1.0M |
| 2022 | 137 | $12.0M | $423,237 | $767,658 |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — Auditor
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 | $58,012 | $34,415 | $23,597 | — | — |
| 2023 | $20,461 | $17,515 | $2,946 | — | — |
| 2022 | $6,327 | $4,550 | $1,777 | — | — |