Plan Snapshot
- Plan Sponsor: Owl Labs, INC.
- Sponsor EIN: 472544551
- Sponsor Address: 98 N WASHINGTON ST UNIT 306, BOSTON, MA, 02114
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $6.7M
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 | 112 | $6.7M | $0 | $1.2M |
| 2023 | 111 | $4.8M | $9,974 | $1.3M |
| 2022 | 132 | $3.2M | $0 | $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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, 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 | $555,365 | — | $3,082 | — | — |
| 2023 | $695,904 | — | $3,154 | — | — |
| 2022 | $2,456 | $2 | — | — | — |