Plan Snapshot
- Plan Sponsor: Oki Furniture Fair LLC
- Sponsor EIN: 310791500
- Sponsor Address: 7200 DIXIE HIGHWAY, FAIRFIELD, OH, 45014
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $9.2M
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 | 328 | $9.2M | $54,340 | $829,615 |
| 2023 | 265 | $9.0M | $65,943 | $787,430 |
| 2022 | 268 | $7.9M | $60,696 | $887,381 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,459 | — | $34,459 |
| NFP RETIREMENT INC | ADVISOR | $22,549 | — | $22,549 |
| BARNES DENNIG & CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP RETIREMENT INC — ADVISOR
- BARNES DENNIG & CO. LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,008
- Estimated Expense Ratio: 0.618% 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 | $57,008 | $22,549 | — | — | — |
| 2023 | $53,926 | $20,624 | — | — | — |
| 2022 | $53,555 | — | — | — | — |