Plan Snapshot
- Plan Sponsor: Outerbox, INC.
- Sponsor EIN: 201009416
- Sponsor Address: 175 MONTROSE WEST AVE., COPLEY, OH, 44321
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 150
- Total Assets: $21,913
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $21,913 | $470,596 | $440,800 |
| 2023 | 85 | $55,973 | $182,563 | $466,259 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (CLJM, LLC. DBA HM BENEF | Investment Advisor | $51,030 | — | $51,030 |
| UMR | Other Service Provider | $44,862 | — | $44,862 |
| THE BENECON GROUP | Investment Advisor | $36,652 | — | $36,652 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,544
- Estimated Expense Ratio: 604.865% 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 | $1,476,704 | — | — | — | — |
| 2023 | $725,676 | — | — | — | — |