Plan Snapshot
- Plan Sponsor: Ocusoft, INC
- Sponsor EIN: 760200462
- Sponsor Address: 30444 SOUTHWEST FREEWAY, ROSENBERG, TX, 77471
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $8.5M
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 | 156 | $8.5M | $399,492 | $599,988 |
| 2023 | 137 | $7.2M | $341,628 | $499,861 |
| 2022 | 117 | $5.7M | $294,527 | $465,399 |
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 |
|---|---|---|---|---|
| MOORE REICHL & BAKER P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOORE REICHL & BAKER 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 | $47,979 | — | — | — | — |
| 2023 | $38,605 | $668 | — | — | — |
| 2022 | $18,429 | — | — | — | — |