Plan Snapshot
- Plan Sponsor: O'Hagan Meyer LLC
- Sponsor EIN: 161759832
- Sponsor Address: ONE EAST WACKER DRIVE, CHICAGO, IL, 60601
- Plan Type: DC
- Total Participants: 513
- Total Assets: $34.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 513 | $34.2M | $2.4M | $3.9M |
| 2023 | 412 | $23.5M | $1.5M | $2.3M |
| 2022 | 241 | $15.4M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| OLD NATIONAL BANK | NONE | $116,463 | — | $116,463 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,463
- Estimated Expense Ratio: 0.341% 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 | $117,813 | — | — | — | — |
| 2023 | $77,528 | — | — | — | — |
| 2022 | $60,608 | — | — | — | — |