Plan Snapshot
- Plan Sponsor: Oxbow Calcining LLC
- Sponsor EIN: 133637043
- Sponsor Address: 1601 FORUM PLACE, WEST PALM BEACH, FL, 334018101
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $29.3M
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 | 243 | $29.3M | $1.2M | $1.5M |
| 2023 | 136 | $21.0M | $744,058 | $972,535 |
| 2022 | 128 | $19.1M | $631,156 | $869,501 |
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 |
|---|---|---|---|---|
| MARTINELLI & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTINELLI & COMPANY LLC — 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 | $12,104 | — | — | — | — |
| 2023 | $10,156 | — | $10,156 | — | — |
| 2022 | $20,203 | — | $20,203 | — | — |