Plan Snapshot
- Plan Sponsor: Outdoor Dimensions, LLC
- Sponsor EIN: 830830624
- Sponsor Address: 5325 E HUNTER AVENUE, ANAHEIM, CA, 92807
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $10.6M
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 | 130 | $10.6M | $47,918 | $291,362 |
| 2023 | 141 | $9.8M | $10,087 | $266,917 |
| 2022 | 130 | $8.1M | $0 | $252,462 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $15,858 | — | $15,858 |
| MICHAEL T.ROSSI CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,858
- Estimated Expense Ratio: 0.149% 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 | $19,246 | $15,858 | — | — | — |
| 2023 | $19,206 | $16,625 | — | — | — |
| 2022 | $19,917 | — | $19,917 | — | — |