Plan Snapshot
- Plan Sponsor: Owl Companies
- Sponsor EIN: 951073804
- Sponsor Address: 2465 CAMPUS DRIVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 924
- Total Assets: $29.1M
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 | 924 | $29.1M | $2.9M | $956,597 |
| 2023 | 1,150 | $28.2M | $3.3M | $1.2M |
| 2022 | 1,204 | $25.3M | $309,617 | $1.2M |
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 |
|---|---|---|---|---|
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIECKHAFER SCHIFFER 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 | $135,003 | $23,233 | $88,747 | — | — |
| 2023 | $116,758 | — | $73,562 | — | — |
| 2022 | $158,694 | $60,652 | $98,042 | — | — |