Plan Snapshot
- Plan Sponsor: Ownersedge, INC.
- Sponsor EIN: 472035141
- Sponsor Address: N16W23217 STONE RIDGE DRIVE, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 324 | $24.7M | $0 | $1.7M |
| 2023 | 291 | $20.5M | $2,777 | $1.5M |
| 2022 | 314 | $18.3M | $7,533 | $1.4M |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $59,186 | $32,189 | — | — | — |
| 2023 | $56,780 | $44,264 | — | — | — |
| 2022 | $57,642 | $27,482 | — | — | — |