Plan Snapshot
- Plan Sponsor: Operations Holdings, INC.
- Sponsor EIN: 273572896
- Sponsor Address: 481 EIGHTH AVENUE, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $7.6M
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. |
|---|---|---|---|---|
| 2024 | 66 | $7.6M | $10,265 | $198,545 |
| 2023 | 76 | $6.5M | $10,351 | $197,428 |
| 2022 | 343 | $15.4M | $274,794 | $1.0M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $13,250 | — | $13,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,250
- Estimated Expense Ratio: 0.174% 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 | $38,852 | $663 | $300 | $13,250 | — |
| 2023 | $32,871 | $1,696 | $1,502 | — | — |
| 2022 | $46,068 | $42,693 | — | — | $3,375 |