Plan Snapshot
- Plan Sponsor: Onni Properties, LLC.
- Sponsor EIN: 452393763
- Sponsor Address: 5055 N 32ND STREET, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $9.6M
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 | 823 | $9.6M | $0 | $2.7M |
| 2023 | 780 | $7.4M | $0 | $2.5M |
| 2022 | 684 | $4.8M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $74,733 | — | $74,733 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $6,642 | $6,642 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,375
- Estimated Expense Ratio: 0.845% 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 |
|---|---|---|---|---|---|
| 2024 | $74,733 | — | $74,733 | — | — |
| 2023 | $56,468 | — | $56,468 | — | — |
| 2022 | $52,336 | — | $52,336 | — | — |