Plan Snapshot
- Plan Sponsor: Otto Bock Healthcare North America, INC.
- Sponsor EIN: 410824465
- Sponsor Address: 11809 DOMAIN DR., AUSTIN, TX, 78758
- Plan Type: 401(k)
- Total Participants: 1,004
- Total Assets: $108.8M
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 | 1,004 | $108.8M | $2.6M | $7.1M |
| 2023 | 1,064 | $103.6M | $2.7M | $7.1M |
| 2022 | 1,102 | $85.7M | $2.3M | $6.0M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $60,000 | — | $60,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,103 | — | $18,103 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,103
- Estimated Expense Ratio: 0.072% 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 | $28,663 | $78,103 | $1,500 | — | — |
| 2023 | $94,855 | $70,986 | $1,500 | $68,768 | — |
| 2022 | $67,596 | $2,908 | — | — | — |