# Oeconnection LLC 401(k) Plan
Source: https://planprovider.pro/companies/oeconnection-llc-401k-plan

> Oeconnection LLC's 401(k) plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BOBER MARKEY FEDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — 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|—|—|—|

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