Plan Snapshot
- Plan Sponsor: Overland Solutions, INC.
- Sponsor EIN: 450497543
- Sponsor Address: 10 EXCHANGE PLACE 22ND FLOOR, JERSEY CITY, NJ, 07302
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 648 | $23.2M | $155,721 | $1.2M |
| 2023 | 486 | $21.6M | $147,909 | $1.2M |
| 2022 | 482 | $21.1M | $169,706 | $1.4M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $13,950 | — | $13,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,950
- Estimated Expense Ratio: 0.060% 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 | $19,767 | $13,750 | — | $13,950 | — |
| 2023 | -$23,710 | — | — | $13,231 | — |
| 2022 | -$18,242 | -$34,992 | — | — | — |