# Oltmans Companies DC Plan
Source: https://planprovider.pro/companies/oltmans-companies-plan-001

> Oltmans Companies's DC plan: 143 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Oltmans Companies

- **Sponsor EIN:** 473698702

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

- **Plan Type:** DC

- **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.|

| 2025|143|$92.8M|$0|$0|

| 2024|137|$90.6M|$0|$0|

| 2023|144|$75.7M|$0|$0|

## 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|

| WRIGHT FORD YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — 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|

| 2025|$252,184|$80,243|—|—|—|

| 2024|$280,359|—|$74,200|$137,369|—|

| 2023|$169,511|$67,174|$66,312|—|—|

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