Plan Snapshot
- Plan Sponsor: The Oliver Carr Company
- Sponsor EIN: 520745692
- Sponsor Address: 1455 PENNSYLVANIA AVE, NW, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 120 | $12.6M | $411,729 | $825,578 |
| 2023 | 135 | $10.7M | $393,856 | $774,503 |
| 2022 | 134 | $8.4M | $402,350 | $733,663 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI LL | 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 | $31,943 | — | $31,493 | — | — |
| 2023 | $28,408 | — | $28,258 | — | — |
| 2022 | $35,988 | — | — | — | — |