Plan Snapshot
- Plan Sponsor: Oneida Innovations Group, LLC
- Sponsor EIN: 873795194
- Sponsor Address: 579A MAIN STREET, SUITE 5, ONEIDA, NY, 13421
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $15.6M
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 | 215 | $15.6M | $441,680 | $1.3M |
| 2023 | 134 | $12.6M | $372,506 | $953,803 |
| 2022 | 136 | $9.5M | $290,063 | $757,156 |
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 |
|---|---|---|---|---|
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUSTCHARLES 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 | $2,292 | — | — | — | — |
| 2023 | $3,330 | — | — | — | — |
| 2022 | $309 | — | — | — | — |