Plan Snapshot
- Plan Sponsor: Overseas Service Corporation
- Sponsor EIN: 530215173
- Sponsor Address: 1100 NORTHPOINT PARKWAY SUITE 200, WEST PALM BEACH, FL, 33407
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $35.3M
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 | 389 | $35.3M | $656,382 | $1.3M |
| 2023 | 373 | $30.5M | $607,644 | $1.2M |
| 2022 | 370 | $24.6M | $583,387 | $1.2M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $65,380 | — | $65,380 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,664 | — | $9,664 |
| PARKS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- PARKS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,044
- Estimated Expense Ratio: 0.213% 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 | $22,802 | $9,664 | — | — | — |
| 2023 | $40,277 | $73,421 | — | — | — |
| 2022 | $20,960 | $8,324 | — | — | — |