Plan Snapshot
- Plan Sponsor: Ozinga South Florida, INC.
- Sponsor EIN: 812039733
- Sponsor Address: 19001 OLD LAGRANGE ROAD, MOKENA, IL, 60448
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $5.0M
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 | 273 | $5.0M | $457,152 | $996,420 |
| 2023 | 229 | $3.7M | $433,176 | $852,117 |
| 2022 | 189 | $2.4M | $285,556 | $583,466 |
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 | $7,712 | — | — | — | — |
| 2023 | $2,706 | — | — | — | — |
| 2022 | $2,169 | — | — | — | — |