# O'Connor Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-connor-company-inc-401k-plan

> O'Connor Company, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Connor Company, INC.

- **Sponsor EIN:** 460332893

- **Sponsor Address:** 4909 NORTH LEWIS AVENUE, SIOUX FALLS, SD, 57104

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

- **Total Participants:** 153

- **Total Assets:** $30.1M

## 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|153|$30.1M|$657,697|$1.4M|

| 2022|146|$23.3M|$544,038|$1.1M|

## 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|

| INTELLICENTS INVESTMENT SOLUTIONS I|INVESTMENT ADVISOR|$32,642|—|$32,642|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$18,568|—|$18,568|

| ELO PROF LLC|AUDITOR|$11,257|—|$11,257|

| ELO PROF. LLC|Auditor|$11,257|—|$11,257|

### Verified Provider Profiles

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

- [ELO PROF LLC](https://planprovider.pro/provider/elo-prof-llc) — AUDITOR

- [ELO PROF. LLC](https://planprovider.pro/provider/elo-prof-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,724

- **Estimated Expense Ratio:** 0.245% 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|$62,467|$32,642|—|$11,257|—|

| 2022|$27,803|$9,956|$8,740|—|$9,107|

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