Plan Snapshot
- Plan Sponsor: Oec Graphics, INC.
- Sponsor EIN: 391300300
- Sponsor Address: 555 W WAUKAU AVENUE, OSHKOSH, WI, 549032443
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $31.9M
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 | 190 | $31.9M | $170,235 | $1.1M |
| 2023 | 194 | $28.5M | $173,616 | $1.1M |
| 2022 | 217 | $24.2M | $179,544 | $1.1M |
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 |
|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL INC | INVESTMENT ADVISOR | $60,082 | — | $60,082 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $13,358 | — | $13,358 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | OTHER | $12,015 | — | $12,015 |
| PREMIER RETIREMENT PARTNERS | CONTRACT ADMIN | $8,039 | — | $8,039 |
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,494
- Estimated Expense Ratio: 0.293% 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 | $96,970 | $75,573 | $8,039 | — | — |
| 2023 | $84,483 | $64,468 | $6,964 | — | — |
| 2022 | $64,598 | — | — | — | $64,598 |