Plan Snapshot
- Plan Sponsor: Olympia Tile (Usa), INC.
- Sponsor EIN: 911116624
- Sponsor Address: 701 BERKSHIRE LANE N., PLYMOUTH, MN, 55441
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $13.1M
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 | 199 | $13.1M | $0 | $532,594 |
| 2023 | 163 | $12.1M | $123,770 | $532,984 |
| 2022 | 179 | $11.1M | $108,948 | $461,505 |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $29,991 | — | $29,991 |
| BOEKERMANN GRAFSTROM & MAYER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- BOEKERMANN GRAFSTROM & MAYER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,991
- Estimated Expense Ratio: 0.230% 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 | $25,838 | $29,991 | — | — | — |
| 2023 | $29,351 | $27,771 | — | — | — |
| 2022 | $31,659 | — | — | — | — |