Plan Snapshot
- Plan Sponsor: Oconomowoc Residential Programs, INC.
- Sponsor EIN: 391510207
- Sponsor Address: 1746 EXECUTIVE DRIVE, OCONOMOWOC, WI, 53066
- Plan Type: 401(k)
- Total Participants: 1,583
- Total Assets: $39.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,583 | $39.3M | $172,668 | $5.0M |
| 2023 | 1,565 | $34.4M | $0 | $4.6M |
| 2022 | 1,586 | $28.1M | $0 | $4.4M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $315,665 | $84,897 | $138,964 | — | — |
| 2023 | $301,726 | $73,856 | $139,298 | — | — |
| 2022 | $313,464 | $71,953 | $232,774 | — | $8,737 |