Plan Snapshot
- Plan Sponsor: Office Management Systems, INC.
- Sponsor EIN: 640679888
- Sponsor Address: 327 YORKVILLE ROAD EAST, COLUMBUS, MS, 39702
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $16.5M
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 | 160 | $16.5M | $202,767 | $625,061 |
| 2023 | 159 | $14.7M | $192,230 | $592,546 |
| 2022 | 149 | $13.8M | $203,061 | $620,134 |
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 |
|---|---|---|---|---|
| HORNE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE, LLP — 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 | $69,386 | — | $69,386 | — | — |
| 2023 | $63,054 | — | $63,054 | — | — |
| 2022 | $68,069 | — | $68,069 | — | — |