Plan Snapshot
- Plan Sponsor: O'Reilly Automotive, INC.
- Sponsor EIN: 274358837
- Sponsor Address: P O BOX 1156, SPRINGFIELD, MO, 65801
- Plan Type: 401(k)
- Total Participants: 80,513
- Total Assets: $1.9B
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 | 80,513 | $1.9B | $52.0M | $134.3M |
| 2023 | 76,538 | $1.6B | $87.3M | $118.4M |
| 2022 | 74,266 | $1.4B | $32.5M | $96.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $2,871,343 | — | $2,871,343 |
| FINANCIAL ENGINES | ADVISOR | $179,488 | — | $179,488 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $92,049 | — | $92,049 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,142,880
- Estimated Expense Ratio: 0.168% 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 | $3,143,166 | $179,488 | $2,100 | — | — |
| 2023 | $2,856,073 | $217,080 | $15,000 | — | — |
| 2022 | $1,971,629 | — | — | — | — |