Plan Snapshot
- Plan Sponsor: Oec Usa, INC.
- Sponsor EIN: 650220703
- Sponsor Address: 800 WATERFORD WAY SUITE 150, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $29.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16 | $29.8M | $177,554 | $250,068 |
| 2023 | 13 | $25.6M | $156,023 | $237,468 |
| 2022 | 12 | $21.1M | $127,698 | $175,899 |
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 |
|---|---|---|---|---|
| H&CO 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 | $1,350 | — | $1,200 | — | — |
| 2023 | $850 | — | $750 | — | — |
| 2022 | $3,137 | — | — | — | — |