# O'Rielly Motor Company & Affiliates 401(k) Plan
Source: https://planprovider.pro/companies/o-rielly-motor-company-affiliates-401k-plan

> O'Rielly Motor Company & Affiliates's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/beachfleischman-pllc) — 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|—|—|

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