# Ogara Coach Co. LLC 401(k) Plan
Source: https://planprovider.pro/companies/ogara-coach-co-llc-401k-plan

> Ogara Coach Co. LLC's 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [FARBER HASS HURLEY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ogara-coach-co-llc-401k-plan)

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