Plan Snapshot
- Plan Sponsor: Overhead Door Corporation
- Sponsor EIN: 350564120
- Sponsor Address: 2501 S HWY 121 BUSINESS SUITE 200, LEWISVILLE, TX, 75067
- Plan Type: DC
- Total Participants: 560
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 560 | $19.2M | $216,333 | $591,916 |
| 2023 | 320 | $18.9M | $418,331 | $580,866 |
| 2022 | 367 | $17.5M | $413,746 | $552,059 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $53,438 | — | $53,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,438
- Estimated Expense Ratio: 0.278% 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 | $94,316 | $9,408 | — | $53,438 | — |
| 2023 | $41,605 | — | $38,233 | — | — |
| 2022 | $45,272 | $3,752 | $35,362 | — | — |