Plan Snapshot
- Plan Sponsor: Ois Management Services, LLC D/B/A Paradigm Oral Health
- Sponsor EIN: 834600504
- Sponsor Address: 2600 SOUTH 56TH STREET, LINCOLN, NE, 68506
- Plan Type: 401(k)
- Total Participants: 1,800
- Total Assets: $46.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,800 | $46.1M | $3.2M | $5.6M |
| 2023 | 1,351 | $29.0M | $2.2M | $3.9M |
| 2022 | 1,037 | $13.0M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY, P.C. — Auditor
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 | $73,722 | $26,155 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,750 | — | $1,750 | — | — |