# Oei, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oei-inc-401k-plan

> Oei, INC.'s 401(k) plan: 2,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oei, INC.

- **Sponsor EIN:** 470532319

- **Sponsor Address:** 601 P STREET, LINCOLN, NE, 68508

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

- **Total Participants:** 2,076

- **Total Assets:** $276.6M

## 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|2,076|$276.6M|$5.4M|$19.4M|

| 2023|1,900|$226.0M|$4.6M|$17.1M|

| 2022|1,755|$175.1M|$5.2M|$14.7M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SVCS.|RETAINED BY PLAN SPONSOR|$214,147|—|$214,147|

| D.A. DAVIDSON & CO.|INVESTMENT ADVISOR|$135,013|—|$135,013|

| LUTZ|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SVCS.](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [D.A. DAVIDSON & CO.](https://planprovider.pro/provider/da-davidson-and-co) — INVESTMENT ADVISOR

- [LUTZ](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $349,160

- **Estimated Expense Ratio:** 0.126% 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|$349,160|$135,013|$214,147|—|—|

| 2023|$299,767|$125,950|$173,817|—|—|

| 2022|$297,745|$277,934|$19,811|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oei-inc-401k-plan)

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