Plan Snapshot
- Plan Sponsor: Ogara Coach Co. LLC
- Sponsor EIN: 954652265
- Sponsor Address: 8833 W OLYMPIC BLVD, BEVERLY HILLS, CA, 90211
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 361 | $11.7M | $0 | $2.0M |
| 2023 | 353 | $8.9M | $0 | $1.5M |
| 2022 | 268 | $6.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $27,406 | — | $27,406 |
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- FARBER HASS HURLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,406
- Estimated Expense Ratio: 0.234% 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 | $31,167 | $27,407 | — | — | — |
| 2023 | $2,741 | — | — | — | — |
| 2022 | $1,727 | — | — | — | — |