Plan Snapshot
- Plan Sponsor: Osl Retail Services INC.
- Sponsor EIN: 611845860
- Sponsor Address: 923 HADDONFIELD ROAD, CHERRY HILL, NJ, 08002
- Plan Type: DC
- Total Participants: 1,846
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,846 | $1.3M | $0 | $699,999 |
| 2023 | 1,838 | $827,224 | $0 | $576,415 |
| 2022 | 1,769 | $299,270 | $0 | $329,617 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $25,296 | — | $25,296 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,296
- Estimated Expense Ratio: 1.874% 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 | $27,980 | $2,684 | — | — | — |
| 2023 | $31,123 | $13,536 | — | — | — |
| 2022 | $6,764 | — | — | — | — |