Plan Snapshot
- Plan Sponsor: The Ohio Mattress Company Licensing And Components Group
- Sponsor EIN: 361750335
- Sponsor Address: 1000 TEMPUR WAY, LEXINGTON, KY, 40511
- Plan Type: DB
- Total Participants: 170
- Total Assets: $24.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $24.5M | $871,237 | $0 |
| 2023 | 182 | $23.2M | $331,071 | $0 |
| 2022 | 193 | $21.1M | $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 |
|---|---|---|---|---|
| MERCER | ACTUARY | $42,420 | — | $42,420 |
| PRINCIPAL BANK | TRUSTEE | $37,761 | — | $37,761 |
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,181
- Estimated Expense Ratio: 0.327% 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 | $82,681 | $24,726 | $37,761 | — | — |
| 2023 | $128,283 | $49,419 | $35,030 | — | — |
| 2022 | $226,805 | $98,906 | $36,374 | — | $91,525 |