Plan Snapshot
- Plan Sponsor: Opm Services, LLC
- Sponsor EIN: 954891590
- Sponsor Address: 777 NORTH GEORGIA AVENUE, AZUSA, CA, 91702
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $13.0M
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 | 500 | $13.0M | $314,373 | $805,170 |
| 2023 | 639 | $9.9M | $437,923 | $766,708 |
| 2022 | 614 | $8.8M | $268,812 | $757,747 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | RECORDKEEPER | $29,211 | — | $29,211 |
| WELLS FARGO CLEARING SERVICES | ADVISOR | $14,268 | — | $14,268 |
| SCHNEIDER DOWNS & CO. INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — RECORDKEEPER
- SCHNEIDER DOWNS & CO. INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,479
- Estimated Expense Ratio: 0.335% 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 | $57,499 | $18,722 | $5,965 | — | — |
| 2023 | $64,779 | $22,405 | $11,075 | — | — |
| 2022 | $44,534 | $17,681 | $23,611 | — | $3,242 |