# Own, INC. 401(k) Plan
Source: https://planprovider.pro/companies/anderson-engineering-inc-401k-plan

> Own, INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Own, INC.

- **Sponsor EIN:** 440581184

- **Sponsor Address:** 3213 S WEST BYPASS, SPRINGFIELD, MO, 658070913

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $24.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|208|$24.0M|$1.3M|$1.2M|

| 2023|211|$22.4M|$610,274|$1.1M|

| 2022|205|$19.7M|$641,315|$949,657|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|—|$23,002|$23,002|

| ELLIOT, ROBINSON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ELLIOT, ROBINSON & COMPANY, LLP](https://planprovider.pro/provider/elliott-robinson-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,002

- **Estimated Expense Ratio:** 0.096% 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|$38,471|—|$2,674|—|—|

| 2023|$3,700|—|$3,700|—|—|

| 2022|$16,452|—|$8,012|—|$8,440|

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