Retirement plan

OOSTRA ENTERPRISES, LLC 401(K) PLAN

Name: OOSTRA ENTERPRISES, LLC - OOSTRA ENTERPRISES, LLC 401(K) PLAN (2025) Form 5500
Creator: OOSTRA ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OOSTRA ENTERPRISES, LLC 401(K) PLAN, OOSTRA ENTERPRISES, LLC

OOSTRA ENTERPRISES, LLCEIN 46-4477725Plan #001PY 2025

16212 BOTHELL EVERETT HWY SUITE F28 - MILL CREEK, WA 98012425-231-9211

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$117K

+74.8% from 2024

Total participants

+3.0% from 2024

Average account balance

$3,788

+86.1% from 2024

Annual return

16.48%

+6.49 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$117K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

206.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$559 / participant

Other / not subdivided$8K100.0%

% of EOY assets

7.136%

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

$3,788

$70,366-94.6%

$66,674-94.3%

$138,895-97.3%

Participation rate

80.0%

76.2%+3.8pp

73.7%+6.3pp

79.9%+0.1pp

Annual return

16.48%

386.41%-369.9pp

321.24%-304.8pp

145.39%-128.9pp

Employer contribution / active EE

$1,605

$2,765-41.9%

$2,620-38.7%

$4,194-61.7%

Participant deferral / active EE

$1,335

$4,374-69.5%

$4,084-67.3%

$6,396-79.1%

Admin fee / account holder

$270

$5,262-94.9%

$5,098-94.7%

$12,562-97.8%

OOSTRA ENTERPRISES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OOSTRA ENTERPRISES, LLC 401(K) PLAN

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