# Oconomowoc Residential Programs, INC. DC Plan
Source: https://planprovider.pro/companies/oconomowoc-residential-programs-inc-plan-001

> Oconomowoc Residential Programs, INC.'s DC plan: 1,583 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oconomowoc Residential Programs, INC.

- **Sponsor EIN:** 391510207

- **Sponsor Address:** 1746 EXECUTIVE DRIVE, OCONOMOWOC, WI, 53066

- **Plan Type:** DC

- **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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$219,791|—|$219,791|

| SPECTRUM INVESTMENT ADVISORS|ADVISOR|$84,897|—|$84,897|

| NEWPORT TRUST COMPANY|TRUSTEE|$10,977|—|$10,977|

| 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.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $315,665

- **Estimated Expense Ratio:** 0.802% of plan assets

### 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oconomowoc-residential-programs-inc-plan-001)

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