Plan Snapshot
- Plan Sponsor: O'Brien Auto Team, INC.
- Sponsor EIN: 010631714
- Sponsor Address: 1601 FORT JESSE ROAD, SUITE 200, NORMAL, IL, 61761
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $9.0M | $56,595 | $573,791 |
| 2023 | 227 | $8.8M | $47,416 | $744,814 |
| 2022 | 325 | $7.7M | $86,202 | $1.0M |
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 |
|---|---|---|---|---|
| BOYER & RITTER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,234 | — | $4,169 | — | — |
| 2023 | $82,499 | — | $4,614 | — | — |
| 2022 | $81,244 | — | — | — | $81,244 |