Plan Snapshot
- Plan Sponsor: Outdoor Living Supply, LLC
- Sponsor EIN: 854384149
- Sponsor Address: 6840 CAROTHERS PKWY, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $7.9M
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 | 438 | $7.9M | $641,480 | $1.8M |
| 2023 | 351 | $4.7M | $484,044 | $1.3M |
| 2022 | 303 | $2.7M | $222,672 | $608,249 |
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 |
|---|---|---|---|---|
| BARTON WALTER & KRIER P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARTON WALTER & KRIER P.C. — 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 | $81,021 | $26,610 | — | — | — |
| 2023 | $64,375 | $17,141 | — | — | — |
| 2022 | $35,469 | — | — | — | — |