Plan Snapshot
- Plan Sponsor: Owl Cyber Defense Solutions, LLC
- Sponsor EIN: 522195633
- Sponsor Address: 42 OLD RIDGEBERRY ROAD, DANBURY, CT, 06810
- Plan Type: DC
- Total Participants: 227
- Total Assets: $25.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $25.4M | $1.3M | $2.8M |
| 2023 | 175 | $21.3M | $730,500 | $2.1M |
| 2022 | 208 | $18.3M | $813,035 | $2.2M |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $96,419 | $63,190 | $33,229 | — | — |
| 2023 | $86,217 | $71,830 | $14,387 | — | — |
| 2022 | $76,322 | $40,243 | $36,079 | — | — |