Plan Snapshot
- Plan Sponsor: Ozz Electric Wa INC.
- Sponsor EIN: 911624156
- Sponsor Address: 8575 WILLOWS ROAD NE, REDMOND, WA, 98052
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3 | $4.8M | $6,468 | $15,028 |
| 2023 | 4 | $4.7M | $5,926 | $16,906 |
| 2022 | 4 | $4.6M | $2,091 | $4,515 |
| 2020 | 19 | $8.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| SABEY CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SABEY CPA, 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 | $478,629 | — | $150 | — | — |
| 2023 | $570,693 | — | $25 | — | — |
| 2022 | $1,748,782 | — | $150 | — | — |
| 2020 | $924 | — | — | — | — |