Plan Snapshot
- Plan Sponsor: O'Brien Industrial Holdings, LLC
- Sponsor EIN: 920198356
- Sponsor Address: 4641 MCREE AVE., ST. LOUIS, MO, 63110
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 121 | $20.2M | $639,037 | $880,788 |
| 2023 | 122 | $18.1M | $522,698 | $765,746 |
| 2022 | 134 | $15.3M | $585,332 | $742,599 |
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 |
|---|---|---|---|---|
| SCHMERSAHL TRELOAR & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHMERSAHL TRELOAR & CO. — Auditor
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 | $66,313 | $35,806 | — | — | — |
| 2023 | $69,908 | $31,597 | — | — | — |
| 2022 | $70,456 | $31,211 | — | — | — |