Plan Snapshot
- Plan Sponsor: Ozinga Ready Mix Concrete, INC.
- Sponsor EIN: 263757838
- Sponsor Address: 19001 OLD LAGRANGE ROAD, SUITE 300, MOKENA, IL, 604488013
- Plan Type: DC
- Total Participants: 287
- Total Assets: $22.7M
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 | 287 | $22.7M | $1.7M | $1.5M |
| 2023 | 239 | $18.8M | $1.4M | $1.1M |
| 2022 | 231 | $15.8M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | 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 | $47,675 | — | — | — | — |
| 2023 | $39,708 | — | — | — | — |
| 2022 | $39,787 | — | — | — | — |