Plan Snapshot
- Plan Sponsor: Om Partners Usa, INC.
- Sponsor EIN: 134258197
- Sponsor Address: 2727 PACES FERRY ROAD BUILDING 1,, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $14.1M
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 | 194 | $14.1M | $1.3M | $1.8M |
| 2023 | 200 | $9.9M | $1.2M | $1.6M |
| 2022 | 158 | $5.2M | $594,016 | $1.1M |
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 |
|---|---|---|---|---|
| SMITH-HOWARD | Auditor | — | — | $0 |
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 | $59,417 | $33,908 | — | — | — |
| 2023 | $37,219 | $20,269 | — | — | — |
| 2022 | $28,787 | — | $28,787 | — | — |