Plan Snapshot
- Plan Sponsor: Off Lease Only LLC
- Sponsor EIN: 201407345
- Sponsor Address: 500 DELAWARE AVE., 8TH FLOOR, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 6 | $5.9M | $555,942 | $1.5M |
| 2022 | 454 | $8.6M | $513,627 | $1.8M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | INVESTMENT ADVISORY (PART | $109,512 | — | $109,512 |
| NFP RETIREMENT INC | OTHER FEES | — | $35,230 | $35,230 |
| BEDERSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — OTHER FEES
- BEDERSON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,742
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 | $69,697 | $769 | $66,878 | — | — |
| 2023 | $75,427 | — | $75,427 | — | — |
| 2022 | $131,410 | — | $131,410 | — | — |