Plan Snapshot
- Plan Sponsor: Onex Credit Partners, LLC
- Sponsor EIN: 203774005
- Sponsor Address: 930 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 136 | $27.6M | $267,086 | $2.8M |
| 2023 | 156 | $22.8M | $311,564 | $3.1M |
| 2022 | 182 | $16.4M | $381,918 | $3.0M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $113,323 | $48,293 | — | — | — |
| 2023 | $81,601 | $35,648 | — | — | — |
| 2022 | $48,886 | — | — | — | — |