Plan Snapshot
- Plan Sponsor: Olin Partnership, Ltd.
- Sponsor EIN: 232105286
- Sponsor Address: 1617 JOHN F. KENNEDY BLVD., PHILADELPHIA, PA, 191031833
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $15.9M
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 | 70 | $15.9M | $192,417 | $649,541 |
| 2023 | 85 | $14.4M | $250,759 | $701,431 |
| 2022 | 93 | $11.9M | $246,794 | $682,236 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — 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 | $41,772 | — | $12,205 | — | — |
| 2023 | $32,017 | — | $100 | — | — |
| 2022 | $29,264 | $13,030 | $5,802 | — | $10,432 |