Plan Snapshot
- Plan Sponsor: O'Reilly Hospitality Management, LLC
- Sponsor EIN: 263502847
- Sponsor Address: 4045 EAST SUNSHINE STREET SUITE 200, SPRINGFIELD, MO, 65809
- Plan Type: 401(k)
- Total Participants: 1,349
- Total Assets: $11.2M
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 | 1,349 | $11.2M | $881,362 | $1.5M |
| 2023 | 1,214 | $8.8M | $827,256 | $1.3M |
| 2022 | 1,472 | $6.0M | $743,368 | $1.2M |
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 |
|---|---|---|---|---|
| ROBERTS, MCKENZIE, MANGAN & CUMMING | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $138,273 | $57,694 | — | — | — |
| 2023 | $145,686 | $41,612 | — | — | — |
| 2022 | $84,856 | — | $84,856 | — | — |