# Ohl, N.A. 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/ohl-n-a-401-k-plan-401k-plan

> Ohl, N.A. 401(K) Plan's 401(k) plan: 814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohl, N.A. 401(K) Plan

- **Sponsor EIN:** 980461222

- **Sponsor Address:** 75-20 ASTORIA BLVD, EAST ELMHURST, NY, 11370

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

- **Total Participants:** 814

- **Total Assets:** $103.8M

## 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|814|$103.8M|$3.0M|$5.4M|

| 2023|797|$94.3M|$2.6M|$5.5M|

| 2022|830|$83.7M|$3.7M|$5.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$108,140|—|$108,140|

| WELLS FARGO ADVISORS|INVESTMENT ADVISORY|$55,000|—|$55,000|

| GRASSI & CO. CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,140

- **Estimated Expense Ratio:** 0.157% 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|$163,140|$55,000|$108,140|—|—|

| 2023|$134,483|$40,000|$94,483|—|—|

| 2022|$132,023|$40,000|$92,023|—|—|

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