Plan Snapshot
- Plan Sponsor: Oldenburg Group Incorporated
- Sponsor EIN: 390943085
- Sponsor Address: 1717 W CIVIC DRIVE, GLENDALE, WI, 532094433
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $19.5M
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 | 78 | $19.5M | $145,845 | $425,954 |
| 2023 | 78 | $20.6M | $135,825 | $401,278 |
| 2022 | 80 | $19.9M | $131,251 | $390,261 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $19,728 | $11,550 | — | — | — |
| 2023 | $22,245 | $3,058 | — | $10,868 | — |
| 2022 | $29,871 | $19,158 | — | — | $10,713 |