Plan Snapshot
- Plan Sponsor: Ogre Holdings, LLC
- Sponsor EIN: 203308873
- Sponsor Address: 641 CLEVELAND ST., TIPTON, IN, 46072
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $10.9M
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 | 148 | $10.9M | $369,405 | $622,264 |
| 2023 | 115 | $9.4M | $299,353 | $521,099 |
| 2022 | 108 | $8.0M | $260,725 | $438,534 |
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 |
|---|---|---|---|---|
| L.M. HENDERSON AND CO LLP | Auditor | — | — | $0 |
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 | $48,338 | $29,752 | — | — | — |
| 2023 | $46,727 | $28,521 | — | — | — |
| 2022 | $50,782 | — | — | — | — |