Plan Snapshot
- Plan Sponsor: Outdoor Adventures, INC.
- Sponsor EIN: 383219586
- Sponsor Address: 800 WASHINGTON AVENUE, STE. 200, BAY CITY, MI, 48708
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $5.8M
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 | 306 | $5.8M | $298,168 | $618,226 |
| 2023 | 328 | $4.4M | $295,537 | $606,902 |
| 2022 | 315 | $3.3M | $279,743 | $573,176 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $36,148 | — | $36,148 | — | — |
| 2023 | $32,465 | — | $32,465 | — | — |
| 2022 | $25,953 | — | $25,953 | — | — |