Plan Snapshot
- Plan Sponsor: Oliver Healthcare Packaging Company
- Sponsor EIN: 382363773
- Sponsor Address: 445 6TH ST. N.W., GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 1,042
- Total Assets: $95.9M
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 | 1,042 | $95.9M | $3.4M | $6.1M |
| 2023 | 1,208 | $94.3M | $3.3M | $6.6M |
| 2022 | 1,195 | $80.5M | $3.0M | $5.9M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $41,201 | — | $41,201 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,412 | — | $15,412 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,613
- Estimated Expense Ratio: 0.059% 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 | $57,047 | $56,613 | $1,500 | — | — |
| 2023 | $50,665 | $56,948 | — | — | — |
| 2022 | $56,074 | $9,924 | — | — | — |