Plan Snapshot
- Plan Sponsor: Oscar De La Renta, LLC
- Sponsor EIN: 800617350
- Sponsor Address: 11 WEST 42ND STREET 25TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 182 | $14.4M | $621,039 | $888,260 |
| 2023 | 175 | $11.9M | $0 | $746,610 |
| 2022 | 159 | $10.8M | $0 | $622,787 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,297 | $1,497 | $2,550 | — | — |
| 2023 | $6,174 | $574 | $5,400 | — | — |
| 2022 | $1,814 | — | — | — | — |