Plan Snapshot
- Plan Sponsor: Oscar Winski Company, INC.
- Sponsor EIN: 350764120
- Sponsor Address: 2407 NORTH 9TH STREET, LAFAYETTE, IN, 479034337
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $19.3M
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 | 176 | $19.3M | $232,892 | $860,902 |
| 2023 | 180 | $17.8M | $339,208 | $901,250 |
| 2022 | 207 | $16.2M | $365,973 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $81,880 | — | $81,880 | — | — |
| 2023 | $76,188 | — | $76,188 | — | — |
| 2022 | $90,245 | — | $90,245 | — | — |