Plan Snapshot
- Plan Sponsor: Osi Industries, LLC
- Sponsor EIN: 522399960
- Sponsor Address: 1225 CORPORATE BLVD., AURORA, IL, 60505
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $4.5M
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 | 128 | $4.5M | $248,051 | $564,147 |
| 2023 | 124 | $3.7M | $232,714 | $495,629 |
| 2022 | 382 | $2.8M | $248,061 | $501,631 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $22,116 | $1,034 | — | — | — |
| 2023 | $17,267 | $423 | — | — | — |
| 2022 | $15,066 | — | — | — | $15,066 |