Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Name: OSHKOSH FAMILY, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC. (2024) Form 5500
Creator: OSHKOSH FAMILY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC., OSHKOSH FAMILY, INC.

OSHKOSH FAMILY, INC.EIN 39-0806160Plan #001PY 2024

36 BROAD ST STE 120 - OSHKOSH, WI 549015259920-231-9520oshkoshfamily.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+19.5% from 2023

Total participants

+46.7% from 2023

Average account balance

$90,222

-14.7% from 2023

Annual return

13.73%

-3.23 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$90K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1431

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2E2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$30K

$2311 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.586%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,222

$183,592-50.9%

$155,574-42.0%

$145,877-38.2%

Participation rate

92.3%

82.7%+9.6pp

78.2%+14.1pp

80.3%+12.0pp

Annual return

13.73%

61.37%-47.6pp

64.87%-51.1pp

551.28%-537.6pp

Employer contribution / active EE

$4,509

$5,317-15.2%

$4,676-3.6%

$4,663-3.3%

Participant deferral / active EE

$4,785

$6,466-26.0%

$5,629-15.0%

$6,691-28.5%

Admin fee / account holder

$1,431

$19,316-92.6%

$15,914-91.0%

$13,402-89.3%

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion