# Tom O'Brien Co. 401(k) Plan
Source: https://planprovider.pro/companies/tom-o-brien-co-401k-plan

> Tom O'Brien Co.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tom O'Brien Co.

- **Sponsor EIN:** 350816380

- **Sponsor Address:** 4630 E. 96TH ST., INDIANAPOLIS, IN, 46240

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|208|$18.1M|$65,073|$908,764|

| 2023|193|$15.7M|$75,197|$898,983|

| 2022|185|$13.0M|$75,001|$884,708|

## 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|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

## 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|$63,002|$41,830|$21,172|—|—|

| 2023|$54,277|$34,829|$19,448|—|—|

| 2022|$48,147|$38,438|$9,709|—|—|

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