Plan Snapshot
- Plan Sponsor: Oci Holdings, LLC
- Sponsor EIN: 800794869
- Sponsor Address: 12770 COIT ROAD, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $6.7M
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 | 441 | $6.7M | $0 | $878,827 |
| 2023 | 523 | $5.8M | $0 | $854,689 |
| 2022 | 487 | $4.3M | $0 | $702,090 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $62,347 | $27,850 | $31,160 | — | — |
| 2023 | $63,445 | $21,659 | $41,786 | — | — |
| 2022 | $57,265 | $22,469 | $34,796 | — | — |