Plan Snapshot
- Plan Sponsor: Osco Industries, INC.
- Sponsor EIN: 314271610
- Sponsor Address: 734 11TH STREET, PORTSMOUTH, OH, 45662
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $47.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 266 | $47.4M | $1.2M | $213,248 |
| 2023 | 281 | $44.4M | $1.2M | $227,148 |
| 2022 | 275 | $40.5M | $1.1M | $206,971 |
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 |
|---|---|---|---|---|
| PEOPLES BANK | CUSTODIAN | $32,185 | — | $32,185 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $10,332 | — | $10,332 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,165 | — | $6,165 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KELLEY GALLOWAY SMITH GOOLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,682
- Estimated Expense Ratio: 0.103% 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 | $68,688 | — | $68,688 | — | — |
| 2023 | $84,545 | — | $50,535 | — | — |
| 2022 | $84,648 | — | $53,572 | — | $31,076 |