# Oltmans Companies 401(k) Plan
Source: https://planprovider.pro/companies/oltmans-companies-473698702-001

> Oltmans Companies's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oltmans Companies

- **Sponsor EIN:** 473698702

- **Sponsor Address:** 10005 MISSION MILL ROAD, WHITTIER, CA, 906011739

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

- **Plan Number:** 001

- **Total Participants:** 143

- **Total Assets:** $92.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|143|$92.8M|$3.3M|$1.4M|

| 2023|137|$90.6M|$3.0M|$1.5M|

| 2022|144|$75.7M|$4.3M|$1.4M|

## 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|

| NEWPORT TRUST CO.|Custodian / Trustee|$82,109|—|$82,109|

| WELLS FARGO ADVISORS|Other Service Provider|$52,018|—|$52,018|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$40,002|—|$40,002|

| AGINCOURT CAPITAL MANAGEMENT, LLC|Other Service Provider|$28,225|—|$28,225|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$22,368|—|$22,368|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $224,722

- **Estimated Expense Ratio:** 0.242% of plan assets

### 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|$252,184|$80,243|—|—|—|

| 2023|$280,359|—|$74,200|$137,369|—|

| 2022|$169,511|$67,174|$66,312|—|—|

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