Plan Snapshot
- Plan Sponsor: Relativity Oda LLC
- Sponsor EIN: 364801165
- Sponsor Address: 231 SOUTH LASALLE STREET, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 1,060
- Total Assets: $165.8M
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 | 1,060 | $165.8M | $4.3M | $14.4M |
| 2023 | 1,120 | $130.9M | $4.9M | $14.0M |
| 2022 | 1,250 | $101.8M | $4.7M | $13.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $18,912 | — | $18,912 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,912
- Estimated Expense Ratio: 0.011% 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 | $18,912 | — | $18,912 | — | — |
| 2023 | $20,149 | — | $20,149 | — | — |
| 2022 | $26,801 | — | $26,801 | — | — |