Plan Snapshot
- Plan Sponsor: Omni Glass & Paint, LLC
- Sponsor EIN: 391096938
- Sponsor Address: 3530 OMNI DRIVE, OSHKOSH, WI, 54904
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $16.1M
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 | 170 | $16.1M | $476,560 | $673,522 |
| 2023 | 165 | $13.5M | $410,736 | $612,764 |
| 2022 | 157 | $11.9M | $343,862 | $521,879 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $78,829 | $36,144 | — | — | — |
| 2023 | $67,172 | $30,525 | — | — | — |
| 2022 | $87,360 | $33,885 | — | — | $53,475 |