# Ogury INC. 401(k) Plan
Source: https://planprovider.pro/companies/ogury-inc-401k-plan

> Ogury INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ogury INC.

- **Sponsor EIN:** 371826652

- **Sponsor Address:** 75 BROAD STREET, NEW YORK, NY, 10004

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $9.2M

## 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|105|$9.2M|$480,979|$1.4M|

| 2023|104|$6.4M|$434,768|$1.2M|

| 2022|107|$4.2M|$302,796|$957,157|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$35,666|—|$35,666|

| CARON & BLETZER|Auditor|$4,830|—|$4,830|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,496

- **Estimated Expense Ratio:** 0.442% 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|$40,496|—|$35,666|$4,830|—|

| 2023|$20,953|—|$20,953|—|—|

| 2022|$23,686|—|$23,686|—|—|

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