# Orscheln Industries 401(k) Plan
Source: https://planprovider.pro/companies/orscheln-management-co-401k-plan

> Orscheln Industries's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/williams-keepers-llc) — 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|

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