Plan Snapshot
- Plan Sponsor: Overhead Door Corporation
- Sponsor EIN: 350564120
- Sponsor Address: 2501 S HWY 121 BUSINESS SUITE 200, LEWISVILLE, TX, 75067
- Plan Type: 401(k)
- Plan Number: 022
- Total Participants: 3,286
- Total Assets: $293.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,286 | $293.4M | $10.3M | $14.2M |
| 2023 | 3,195 | $258.0M | $10.7M | $13.2M |
| 2022 | 3,287 | $218.4M | $10.0M | $12.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $272,529 | — | $272,529 |
| FIDUCIENT ADVISORS LLC | Investment Advisor | $111,646 | — | $111,646 |
| GRANT THORNTON LLP | Auditor | $32,778 | — | $32,778 |
| CLIFTONLARSONALLEN LLP | Auditor | $20,660 | — | $20,660 |
| FOLEY & LARDNER LLP | ERISA Attorney | $9,652 | — | $9,652 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
- CLIFTONLARSONALLEN LLP — Auditor
- FOLEY & LARDNER LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $447,265
- Estimated Expense Ratio: 0.152% 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 | $436,819 | $111,646 | — | $53,438 | — |
| 2023 | $369,773 | — | $304,730 | — | — |
| 2022 | $513,168 | $44,529 | $284,936 | — | $415 |