Plan Snapshot
- Plan Sponsor: Oberg Industries, LLC
- Sponsor EIN: 832134609
- Sponsor Address: 2301 SILVERVILLE ROAD, FREEPORT, PA, 16229
- Plan Type: 401(k)
- Total Participants: 693
- Total Assets: $116.2M
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 | 693 | $116.2M | $3.9M | $3.9M |
| 2023 | 714 | $102.5M | $3.4M | $3.8M |
| 2022 | 704 | $91.7M | $1.8M | $3.6M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS — 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 | $137,995 | $64,932 | — | — | — |
| 2023 | $138,000 | $64,999 | — | — | — |
| 2022 | $236,974 | — | $236,974 | — | — |