# Ownersedge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ownersedge-inc-401k-plan

> Ownersedge, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|—|—|—|

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