Plan Snapshot
- Plan Sponsor: Ohm International INC.
- Sponsor EIN: 222885631
- Sponsor Address: 195 PROSPECT PLAINS ROAD, MONROE TOWNSHIP, NJ, 08831
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 82
- Total Assets: $498,482
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 82 | $498,482 | $1.7M | $258,868 |
| 2023 | 79 | $167,390 | $1.5M | $215,945 |
| 2022 | 77 | $366,684 | $1.4M | $97,076 |
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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $67,429 | — | $67,429 |
| BIRCH BENEFITS, LLC | Investment Advisor | $49,104 | — | $49,104 |
| THE BENECON GROUP, LLC | Investment Advisor | $25,636 | — | $25,636 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,169
- Estimated Expense Ratio: 28.520% 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 | $1,503,549 | — | — | — | — |
| 2023 | $2,040,253 | — | — | — | — |
| 2022 | $1,406,944 | — | — | — | — |