Plan Snapshot
- Plan Sponsor: Owlet Baby Care INC
- Sponsor EIN: 472570945
- Sponsor Address: 2940 W MAPLE LOOP DR. SUITE 203, LEHI, UT, 84043
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $7.2M
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 | 84 | $7.2M | $0 | $768,253 |
| 2023 | 75 | $6.5M | $0 | $667,730 |
| 2022 | 98 | $6.5M | $568,116 | $1.8M |
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 |
|---|---|---|---|---|
| GLOBAL REITREMENTY PARTNERS LLC | SERVICE PROVIDER | — | $22,282 | $22,282 |
| SCOTT MILLER CPA & ASSOCIATES.PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL REITREMENTY PARTNERS LLC — SERVICE PROVIDER
- SCOTT MILLER CPA & ASSOCIATES.PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,282
- Estimated Expense Ratio: 0.309% 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 | $41,569 | — | $41,419 | — | — |
| 2023 | $51,036 | — | $45,094 | — | — |
| 2022 | $39,576 | — | — | — | $39,576 |