# Osthoff Management Company 401(k) Plan
Source: https://planprovider.pro/companies/osthoff-management-company-401k-plan

> Osthoff Management Company's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Osthoff Management Company

- **Sponsor EIN:** 391808827

- **Sponsor Address:** 101 OSTHOFF AVE, ELKHART LAKE, WI, 530201976

- **Plan Type:** 401(k)

- **Total Participants:** 269

- **Total Assets:** $4.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|269|$4.3M|$287,827|$649,235|

| 2023|265|$3.4M|$265,371|$554,319|

| 2022|196|$2.6M|$137,157|$275,375|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$30,802|—|$30,802|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISORY|—|$15,927|$15,927|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC CAPITAL MARKETS LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,729

- **Estimated Expense Ratio:** 1.089% 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|$30,803|—|$30,803|—|—|

| 2023|$24,955|—|$24,955|—|—|

| 2022|$26,478|—|$26,478|—|—|

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