Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › OCI Enterprises
OCI Enterprises 401(k)
- Management of companies and enterprises
- San Antonio, TX
- EIN 52-1700720
- 1 plan with Schedule H financials
- Plan year 2024
- OCI Enterprises Inc.
Administrative expenses excluding investment management, per participant · OCI 401(k) Plan · plan year 2024
$160.51
Higher than 64% of the 24,371 plans $10 to 50M that report it.
Source
= $53,290 / 332
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014094143NAL0001188371001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094143NAL0001188371001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$271.75
Higher than 67% of the 25,098 plans $10 to 50M that report it.
Source
= $90,221 / 332
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094143NAL0001188371001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094143NAL0001188371001, received 2025-10-14
Administrative expenses as a share of assets
0.504%
Higher than 82% of the 25,132 plans $10 to 50M that report it.
Source
= $90,221 / $17,910,408
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094143NAL0001188371001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014094143NAL0001188371001, received 2025-10-14
Employer contributions per participant
$2,135
Higher than 52% of the 24,050 plans $10 to 50M that report it.
Source
= $708,851 / 332
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094143NAL0001188371001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094143NAL0001188371001, received 2025-10-14
Employer share of total contributions
23.6%
Higher than 35% of the 24,084 plans $10 to 50M that report it.
Source
= $708,851 / $3,006,437
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094143NAL0001188371001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014094143NAL0001188371001, received 2025-10-14
Plan terms, as stated in OCI Enterprises Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2G fully participant-directed · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014094143NAL0001188371001, received 2025-10-14
Full record, OCI 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | OCI ENTERPRISES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Plan name | OCI 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Sponsor EIN / plan number | 52-1700720 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Sponsor location | SAN ANTONIO, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Participants, beginning of year | 306 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Active participants | 224 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Participants, end of year | 336 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Participants with an account balance | 332 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total assets, beginning of year | $14,307,070 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total assets, end of year | $17,910,408 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Net assets, end of year | $17,910,408 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total income | $5,077,662 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Net income | $3,603,338 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Employer contributions | $708,851 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Participant contributions | $1,592,814 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $704,772 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total contributions | $3,006,437 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Benefit payments | $1,382,683 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $1,474,324 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Total administrative expenses | $90,221 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Contract administrator fees | $53,290 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Investment advisory and management fees | $36,931 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Administrative expenses excluding investment management | $53,290 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Held in common/collective trusts | $3,804,943 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Held in mutual funds | $13,753,599 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014094143NAL0001188371001, received 2025-10-14 |
| Independent auditor | PRICEKUBECKA, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014094143NAL0001188371001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014094143NAL0001188371001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| JOHN HANCOCKrecordkeeper | RETAINED BY PLAN SPONSOR | 15 Recordkeeping and information management; 37 Participant loan processing; 62 Float revenue; 64 Recordkeeping fees | $53,290 | yes |
| CARSON WEALTH MANAGEMENT | RETAINED BY EMPLOYER | 27 Investment advisory (plan) | $36,931 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014094143NAL0001188371001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $14,307,070 | $17,910,408 | 25.2% |
| Participants with a balance | 299 | 332 | 11.0% |
| Administrative expenses | $69,781 | $90,221 | 29.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $717,624 | $708,851 | -1.2% |
Prior filing 20240920112843NAL0004399987001, received 2024-09-20; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: OCI ENTERPRISES INC.; SEC registrant: OCI Enterprises Inc. (CIK 1586563, matched by EIN).