# Ocean House Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ocean-house-management-llc-401k-plan

> Ocean House Management, LLC's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocean House Management, LLC

- **Sponsor EIN:** 271920653

- **Sponsor Address:** ONE BLUFF AVENUE, WATCH HILL, RI, 02891

- **Plan Type:** 401(k)

- **Total Participants:** 229

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|229|$6.0M|$355,311|$477,890|

| 2023|186|$5.3M|$319,285|$423,901|

| 2022|183|$4.5M|$348,393|$456,853|

## 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|

| PKF JND, PC|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|$44,820|—|$44,820|—|—|

| 2023|$39,200|—|$39,200|—|—|

| 2022|$25,942|$4,675|$20,267|—|—|

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