Plan Snapshot
- Plan Sponsor: O'Rielly Motor Company & Affiliates
- Sponsor EIN: 860077638
- Sponsor Address: 6100 EAST BROADWAY, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 190 | $11.9M | $132,311 | $571,732 |
| 2023 | 189 | $10.6M | $112,788 | $526,943 |
| 2022 | 167 | $9.5M | $153,477 | $538,143 |
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 |
|---|---|---|---|---|
| BEACH FLEISHMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACH FLEISHMAN — 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 | $24,801 | $7,899 | $16,902 | — | — |
| 2023 | $41,821 | $14,479 | $27,342 | — | — |
| 2022 | $53,906 | $6,863 | $47,043 | — | — |