Oeconnection 401(K) Plan — Form 5500 plan (Oeconnection LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oeconnection 401(K) Plan is a benefit plan reported by Oeconnection LLC under EIN 34-1950101 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $60,996,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oeconnection LLC
- EIN
- 34-1950101
- Plan number
- 001
- Plan type
- 2
- Location
- Fairlawn, OH
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $60,996,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240829131849NAL0006463411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,996,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,996,010
- Net assets (BOY)
- $49,948,419
Income & contributions
- Employer contributions
- $2,091,370
- Participant contributions
- $5,164,039
- Total contributions
- $9,322,443
- Total income / additions
- $19,182,218
Expenses & distributions
- Benefits paid
- $8,067,748
- Administrative expenses
- $66,879
- Total expenses
- $8,134,627
- Net increase / (decrease)
- $11,047,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,192 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,687 | not reported in the loaded dataset | 2023 |