Plan Snapshot
- Plan Sponsor: Officemax INC., A Wholly Owned Subsidiary Of The Odp Corporation
- Sponsor EIN: 820100960
- Sponsor Address: 6600 N. MILITARY TRAIL, BOCA RATON, FL, 33496
- Plan Type: DB
- Total Participants: 297
- Total Assets: $551.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $551.8M | $0 | $0 |
| 2023 | 328 | $606.9M | $0 | $0 |
| 2022 | 369 | $625.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $127,411 | — | $127,411 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,411
- Estimated Expense Ratio: 0.023% 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 | $3,082,770 | $704,556 | $440,558 | $127,411 | — |
| 2023 | $3,226,583 | $721,963 | $493,273 | $3,399 | — |
| 2022 | $2,915,571 | $786,285 | $885,460 | — | $73,001 |