Plan Snapshot
- Plan Sponsor: Oclc, INC.
- Sponsor EIN: 310734115
- Sponsor Address: 6565 KILGOUR PLACE, DUBLIN, OH, 430173395
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $174.0M
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 | 910 | $174.0M | $1.9M | $8.2M |
| 2023 | 863 | $153.0M | $1.7M | $7.2M |
| 2022 | 820 | $131.7M | $1.6M | $6.6M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $96,303 | — | $96,303 | — | — |
| 2023 | $70,482 | — | $70,482 | — | — |
| 2022 | $5,559 | — | $5,559 | — | — |