# Owl Companies 401(k) Plan
Source: https://planprovider.pro/companies/owl-companies-401k-plan

> Owl Companies's 401(k) plan: 924 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$88,746|—|$88,746|

| BENEFIT FINANCIAL SERVICES GROUP|CONSULTANT|$34,679|$9|$34,688|

| BFSG, LLC|INVESTMENT ADVISORY|$11,572|—|$11,572|

| KIECKHAFER SCHIFFER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENEFIT FINANCIAL SERVICES GROUP](https://planprovider.pro/provider/benefit-financial-services-group) — CONSULTANT

- [BFSG, LLC](https://planprovider.pro/provider/benefit-financial-services-group) — INVESTMENT ADVISORY

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/provider/kieckhafer-schiffer-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $135,006

- **Estimated Expense Ratio:** 0.464% 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|$135,003|$23,233|$88,747|—|—|

| 2023|$116,758|—|$73,562|—|—|

| 2022|$158,694|$60,652|$98,042|—|—|

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