# Outerbox, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/outerbox-inc-201009416-501

> Outerbox, INC.'s Health & Welfare plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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