Plan Snapshot
- Plan Sponsor: Osceola Staffing Holdings LLC
- Sponsor EIN: 824930209
- Sponsor Address: 800 TOWN AND COUNTRY BLVD., HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $13.7M
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 | 384 | $13.7M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| DP GROW LLC | INVESTMENT ADVISOR | $18,048 | — | $18,048 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $9,996 | — | $9,996 |
| THE ACTUARIAL CONSULTING GROUP | CONTRACT ADMIN | $9,596 | — | $9,596 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,640
- Estimated Expense Ratio: 0.275% 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 | $22,939 | — | — | — | — |