Plan Snapshot
- Plan Sponsor: O'Reilly Media, INC.
- Sponsor EIN: 042789763
- Sponsor Address: 1005 GRAVENSTEIN HWY NORTH, SEBASTOPOL, CA, 98472
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $84.8M
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 | 341 | $84.8M | $981,290 | $4.9M |
| 2023 | 399 | $74.1M | $1.0M | $4.9M |
| 2022 | 391 | $61.3M | $934,603 | $4.3M |
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 |
|---|---|---|---|---|
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
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 | $186,510 | $119,050 | — | — | — |
| 2023 | $151,434 | $98,137 | — | — | — |
| 2022 | $149,503 | $97,344 | $52,145 | — | — |