# O'Day Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-day-management-inc-401k-plan

> O'Day Management, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Day Management, INC.

- **Sponsor EIN:** 450218364

- **Sponsor Address:** 1301 40TH STREET NORTHWEST, FARGO, ND, 58102

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

- **Total Participants:** 113

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|113|$6.4M|$116,420|$301,823|

| 2023|111|$6.1M|$100,349|$293,429|

| 2022|109|$6.5M|$99,668|$253,920|

## 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|

| LION STREET FINANCIAL LLC|BROKER / ADVISOR|—|$15,520|$15,520|

| ASCENSUS HOLDINGS INC DBA FUTUREPLA|CONTRACT ADMIN|$8,246|$6,407|$14,653|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$13,114|—|$13,114|

| WIDMER ROEL PC|AUDITOR|$12,513|—|$12,513|

### Verified Provider Profiles

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

- [WIDMER ROEL PC](https://planprovider.pro/provider/widmer-roel-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,800

- **Estimated Expense Ratio:** 0.873% 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|$33,944|—|$33,944|—|—|

| 2023|$30,080|—|$30,080|—|—|

| 2022|$31,059|—|$31,059|—|—|

## Similar Plans

- [Lm Wind Power Blades (Usa) INC.](https://planprovider.pro/companies/lm-wind-power-blades-usa-inc-401k-plan) — 538 participants

- [Steffes, LLC](https://planprovider.pro/companies/steffes-llc-401k-plan) — 542 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/o-day-management-inc-401k-plan)

© 2026 PlanProvider.Pro