Plan Snapshot
- Plan Sponsor: O'Brien Services INC.
- Sponsor EIN: 391818583
- Sponsor Address: 208 SOUTH HOLMEN DRIVE, HOLMEN, WI, 54636
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $737,483
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 439 | $737,483 | $81,473 | $87,307 |
| 2023 | 364 | $716,577 | $91,540 | $96,291 |
| 2022 | 331 | $513,887 | $129,549 | $137,557 |
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 |
|---|---|---|---|---|
| BOYUM & BARENSCHEER, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER, PLLP — 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 | $7,622 | $1,519 | $6,103 | — | — |
| 2023 | $3,175 | — | $3,175 | — | — |
| 2022 | $7,325 | — | $7,325 | — | — |