Plan Snapshot
- Plan Sponsor: Oxygen Development LLC
- Sponsor EIN: 010715094
- Sponsor Address: 1525 SOUTH CONGRESS AVENUE, PALM SPRINGS, FL, 33406
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $11.4M
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 | 208 | $11.4M | $392,750 | $749,427 |
| 2023 | 219 | $10.5M | $440,165 | $764,347 |
| 2022 | 226 | $8.4M | $380,925 | $713,743 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
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 | $25,436 | $21,361 | — | — | — |
| 2023 | $20,549 | $17,011 | — | — | — |
| 2022 | $19,227 | — | $19,227 | — | — |