Plan Snapshot
- Plan Sponsor: Oeconnection LLC
- Sponsor EIN: 341950101
- Sponsor Address: 3600 EMBASSY PKWY, FAIRLAWN, OH, 44333
- Plan Type: 401(k)
- Total Participants: 629
- Total Assets: $76.8M
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 | 629 | $76.8M | $2.4M | $5.6M |
| 2023 | 599 | $61.0M | $2.1M | $5.2M |
| 2022 | 527 | $49.9M | $1.9M | $4.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $64,265 | — | $64,265 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,418 | — | $11,418 |
| BOBER MARKEY FEDOROVICH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BOBER MARKEY FEDOROVICH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,683
- Estimated Expense Ratio: 0.099% of plan assets
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 | $75,683 | $11,418 | — | — | — |
| 2023 | $66,879 | $11,687 | $300 | — | — |
| 2022 | $72,622 | $11,047 | — | — | — |