# Oakbrook Corporation 401(k) Plan
Source: https://planprovider.pro/companies/oakbrook-corporation-401k-plan

> Oakbrook Corporation's 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakbrook Corporation

- **Sponsor EIN:** 391591030

- **Sponsor Address:** 2 SCIENCE COURT, MADISON, WI, 53711

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

- **Total Participants:** 255

- **Total Assets:** $13.7M

## 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|255|$13.7M|$307,106|$869,089|

| 2023|262|$11.5M|$283,004|$754,670|

| 2022|253|$9.7M|$236,347|$707,494|

## 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|

| SVA|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|$1,568|—|—|—|—|

| 2023|$984|—|—|—|—|

| 2022|$1,405|—|$1,405|—|—|

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