# O'Rourke Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-rourke-bros-inc-401k-plan

> O'Rourke Bros., INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Rourke Bros., INC.

- **Sponsor EIN:** 421039137

- **Sponsor Address:** 3885 ELMORE AVE STE 100, DAVENPORT, IA, 528072580

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $18.9M

## 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|103|$18.9M|$229,923|$764,391|

| 2023|91|$16.7M|$239,052|$685,191|

| 2022|90|$14.5M|$195,931|$616,227|

## 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|

| ANDERSON LOWER WHITLOW|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|$60,514|—|$60,514|—|—|

| 2023|$52,878|—|$52,878|—|—|

| 2022|$55,965|—|$55,965|—|—|

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