# Old World Industries, LLC 401(k) Plan
Source: https://planprovider.pro/companies/old-world-industries-llc-plan-002

> Old World Industries, LLC&#39;s 401(k) plan: 397 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Old World Industries, LLC

- **Sponsor EIN:** 274128698

- **Sponsor Address:** 3100 SANDERS ROAD, SUITE 500, NORTHBROOK, IL, 60062

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

- **Total Participants:** 397

- **Total Assets:** $71.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|397|$71.8M|$1.3M|$3.9M|

| 2023|401|$61.1M|$1.1M|$3.8M|

| 2022|370|$52.1M|$1.1M|$3.5M|

## 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|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — 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|$78,761|$268|—|—|—|

| 2023|$102,761|$151|—|—|—|

| 2022|$56,272|—|$204|—|—|

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