Plan Snapshot
- Plan Sponsor: Operationsinc LLC
- Sponsor EIN: 061616383
- Sponsor Address: 383 MAIN AVENUE, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $2.3M | $55,420 | $500,897 |
| 2023 | 141 | $5.9M | $97,025 | $827,509 |
| 2022 | 143 | $4.4M | $96,804 | $793,534 |
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 |
|---|---|---|---|---|
| CAPOSSELA, COHEN, LLC | Auditor | $13,881 | — | $13,881 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,881
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 | — | — | — | — | — |
| 2024 | $90,317 | $29,616 | $11,921 | $13,881 | — |
| 2023 | $58,344 | $25,368 | — | $7,000 | — |
| 2022 | $40,257 | — | $40,257 | — | — |