Plan Snapshot
- Plan Sponsor: The Original Mattress Factory, INC.
- Sponsor EIN: 320537745
- Sponsor Address: 4930 STATE ROAD, CLEVELAND, OH, 44134
- Plan Type: DC
- Total Participants: 316
- Total Assets: $56.6M
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 | 316 | $56.6M | $5.9M | $0 |
| 2023 | 328 | $51.9M | $4.6M | $0 |
| 2022 | 311 | $47.6M | $4.6M | $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 |
|---|---|---|---|---|
| GREATBANC TRUST COMPANY | NONE | $30,946 | — | $30,946 |
| APPLE GROWTH PARTNERS | NONE | $27,000 | — | $27,000 |
| ASCENSUS, LLC | NONE | $8,925 | — | $8,925 |
| PLANTE & MORAN, PLLC | NONE | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — NONE
- PLANTE & MORAN, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,871
- Estimated Expense Ratio: 0.118% 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 | $75,875 | — | — | — | — |
| 2023 | $119,751 | $1,435 | — | $10,000 | — |
| 2022 | $153,127 | $79,511 | — | — | $72,285 |