Plan Snapshot
- Plan Sponsor: Osi Digital,INC.
- Sponsor EIN: 954844560
- Sponsor Address: 26745 MALIBU HILLS ROAD, CALABASAS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $21.1M
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 | 185 | $21.1M | $554,253 | $1.2M |
| 2023 | 201 | $17.9M | $494,370 | $1.1M |
| 2022 | 168 | $14.1M | $403,161 | $911,377 |
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 |
|---|---|---|---|---|
| ELITE RETIREMENT ADMINISTRATION | TPA | $6,548 | — | $6,548 |
| SCOTT MILLER CPA & ASSOCIATES INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA & ASSOCIATES INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,548
- Estimated Expense Ratio: 0.031% 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 | $14,486 | — | $2,413 | — | — |
| 2023 | $4,386 | — | $4,386 | — | — |
| 2022 | $5,583 | — | $5,583 | — | — |