Plan Snapshot
- Plan Sponsor: Otto Candies, LLC
- Sponsor EIN: 720399596
- Sponsor Address: 17271 HIGHWAY 90, DES ALLEMANDS, LA, 70030
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $65.4M
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 | 323 | $65.4M | $558,343 | $4.5M |
| 2023 | 338 | $57.3M | $496,815 | $4.1M |
| 2022 | 294 | $48.5M | $350,977 | $3.1M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.016% 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 | -$1,145 | — | — | $10,500 | — |
| 2023 | -$11,112 | — | $1,200 | — | — |
| 2022 | $10,773 | — | — | — | — |