# Ozinga Ready Mix Concrete, INC. DC Plan
Source: https://planprovider.pro/companies/ozinga-ready-mix-concrete-inc-plan-001

> Ozinga Ready Mix Concrete, INC.'s DC plan: 724 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ozinga Ready Mix Concrete, INC.

- **Sponsor EIN:** 263757838

- **Sponsor Address:** 19001 OLD LAGRANGE ROAD, MOKENA, IL, 60448

- **Plan Type:** DC

- **Total Participants:** 724

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|724|$23.1M|$0|$4.2M|

| 2023|698|$19.0M|$0|$3.7M|

| 2022|664|$14.7M|$0|$3.5M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$39,341|—|$39,341|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,555|—|$17,555|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,896

- **Estimated Expense Ratio:** 0.246% 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|$56,893|$39,338|$300|—|—|

| 2023|$42,110|—|—|—|—|

| 2022|$38,857|—|—|—|—|

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