Plan Snapshot
- Plan Sponsor: Oremor Mgmt. And Investment Co.
- Sponsor EIN: 330152532
- Sponsor Address: 1377 KETTERING LOOP, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 1,869
- Total Assets: $93.3M
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. |
|---|---|---|---|---|
| 2024 | 1,869 | $93.3M | $1.1M | $8.9M |
| 2023 | 1,648 | $77.3M | $1.1M | $8.5M |
| 2022 | 1,667 | $60.3M | $1.1M | $8.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $184,826 | — | $184,826 |
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $105,976 | — | $105,976 |
| ROGERS CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ROGERS CLEM & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $290,802
- Estimated Expense Ratio: 0.312% 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 | $290,803 | $105,977 | — | — | — |
| 2023 | $268,174 | $99,088 | — | — | — |
| 2022 | $275,844 | — | — | — | — |