Plan Snapshot
- Plan Sponsor: Ollie'S Bargain Outlet, INC.
- Sponsor EIN: 251589489
- Sponsor Address: 6295 ALLENTOWN BLVD SUITE 1, HARRISBURG, PA, 17112
- Plan Type: 401(k)
- Total Participants: 7,389
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,389 | $36.9M | $1.9M | $4.3M |
| 2023 | 6,736 | $29.3M | $453,634 | $3.3M |
| 2022 | 6,223 | $23.2M | $390,165 | $2.8M |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY 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 | $82,314 | $58,061 | — | — | — |
| 2023 | $64,349 | $47,646 | — | — | — |
| 2022 | $66,490 | — | — | — | — |