# Obriens Market, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-brien-s-market-inc-401k-plan

> Obriens Market, INC.'s 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Obriens Market, INC.

- **Sponsor EIN:** 942479762

- **Sponsor Address:** 6331 OAKDALE ROAD, RIVERBANK, CA, 953679646

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

- **Total Participants:** 74

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|74|$3.6M|$40,850|$86,609|

| 2023|95|$3.9M|$42,101|$80,280|

| 2022|99|$4.3M|$41,000|$96,677|

## 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|

| LEE CPA GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — 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|$37,571|—|$37,571|—|—|

| 2023|$42,580|—|$42,580|—|—|

| 2022|$32,267|—|$32,267|—|—|

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