Plan Snapshot
- Plan Sponsor: Orscheln Industries
- Sponsor EIN: 431465246
- Sponsor Address: 2000 U.S. HIGHWAY 63 SOUTH, MOBERLY, MO, 65270
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $66.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 532 | $66.4M | $1.4M | $3.0M |
| 2023 | 483 | $68.8M | $1.4M | $3.0M |
| 2022 | 1,868 | $114.0M | $2.9M | $6.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $85,346 | — | $85,346 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $42,916 | — | $42,916 |
| WILLIAMS-KEEPERS, LLC | AUDITOR | $37,050 | — | $37,050 |
| WILLIAMS KEEPERS | Auditor | $37,050 | — | $37,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS KEEPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,362
- Estimated Expense Ratio: 0.305% 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 | $178,087 | $42,916 | — | $37,050 | — |
| 2023 | $225,464 | $38,802 | $169,766 | $16,500 | — |
| 2022 | $359,872 | $80,000 | $264,447 | — | $13,500 |