# O'Reilly Automotive, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-reilly-automotive-inc-401k-plan

> O'Reilly Automotive, INC.'s 401(k) plan: 80,513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|

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

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