# Ovis LLC 401(k) Plan
Source: https://planprovider.pro/companies/ovis-llc-401k-plan

> Ovis LLC's 401(k) plan: 918 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ovis LLC

- **Sponsor EIN:** 371472460

- **Sponsor Address:** 905 COUNTRY CLUB RD, OJAI, CA, 930233734

- **Plan Type:** 401(k)

- **Total Participants:** 918

- **Total Assets:** $18.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|918|$18.7M|$1.2M|$2.1M|

| 2023|800|$14.6M|$848,384|$1.7M|

| 2022|753|$10.2M|$414,812|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$57,482|—|$57,482|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$38,186|—|$38,186|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,175|—|$7,175|

| MILLER COOPER & CO. LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MILLER COOPER & CO. LTD](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $102,843

- **Estimated Expense Ratio:** 0.551% 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|$102,843|$45,361|—|—|—|

| 2023|$64,404|$11,038|—|—|—|

| 2022|$91,892|—|$91,892|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ovis-llc-401k-plan)

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