# Ocean View Management Company 401(k) Plan
Source: https://planprovider.pro/companies/ocean-view-management-company-401k-plan

> Ocean View Management Company's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocean View Management Company

- **Sponsor EIN:** 010485403

- **Sponsor Address:** 20 BLUEBERRY LANE, FALMOUTH, ME, 04105

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

- **Total Participants:** 169

- **Total Assets:** $5.5M

## 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|169|$5.5M|$232,295|$477,375|

| 2023|158|$4.6M|$198,190|$367,812|

| 2022|126|$3.9M|$169,101|$351,697|

## 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|

| BAKER, NEWMAN & NOYES, LLC|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|$32,805|$32,805|—|—|—|

| 2023|$23,741|$23,741|—|—|—|

| 2022|$26,300|$23,395|$2,905|—|—|

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