# On Site Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/on-site-management-inc-401k-plan

> On Site Management, INC.'s 401(k) plan: 111 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** On Site Management, INC.

- **Sponsor EIN:** 810445392

- **Sponsor Address:** 1165 N 14TH ST SUITE 4, BOZEMAN, MT, 59715

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $17.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|111|$17.5M|$573,844|$864,441|

| 2022|109|$14.2M|$531,309|$852,518|

## 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|

| AMATICS CPA GROUP|Auditor|$11,000|—|$11,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMATICS CPA GROUP](https://planprovider.pro/provider/amatics-cpa-group) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.063% 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|

| 2023|$73,484|$34,184|$15,015|$11,000|—|

| 2022|$42,517|—|—|—|—|

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