Plan Snapshot
- Plan Sponsor: Onsite Woodwork Corporation
- Sponsor EIN: 362897254
- Sponsor Address: 4100 ROCK VALLEY PARKWAY, LOVES PARK, IL, 61111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $7.2M
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. |
|---|---|---|---|---|
| 2025 | 111 | $7.2M | $0 | $0 |
| 2024 | 54 | $6.2M | $338,442 | $316,874 |
| 2023 | 87 | $7.6M | $359,235 | $538,625 |
| 2022 | 104 | $8.7M | $401,000 | $534,101 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $18,903 | — | $18,903 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,170 | — | $13,170 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,433 | — | $7,433 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,506
- Estimated Expense Ratio: 0.547% 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 |
|---|---|---|---|---|---|
| 2025 | $527,053 | $26,336 | — | — | — |
| 2024 | $40,789 | $25,707 | — | — | — |
| 2023 | $46,194 | $28,834 | — | — | — |
| 2022 | $51,788 | $32,517 | $19,271 | — | — |