# Oldenburg Group Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/oldenburg-group-incorporated-401k-plan

> Oldenburg Group Incorporated's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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