Plan Ledger DOL Form 5500 · updated monthly

O'Reilly Hospitality Management, LLC401(k)

O'REILLY HOSPITALITY MANAGEMENT, LLC 401(K) PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
1.39%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

O'Reilly Hospitality Management, LLC reported $138,273 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $653 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 1.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Missouri (803rd of 1,393), and the 514th of 2,240 in accommodation & food services. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,165,102
Participants with balances1,291
Active participants1,349
Employer contributions$881,362
Employee contributions$1,479,697
Employer contribution per active participant$653
Average account balance$8,648
Benefits paid to participants$1,120,970
Plan auditUnmodified (clean) audit opinion
AuditorROBERTS, MCKENZIE, MANGAN & CUMMING
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 1,291 accts · $881K emplr
2023$8.8M · 1,214 accts · $827K emplr
2022$6.0M · 1,061 accts · $743K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,579
Investment management$57,694
Total administrative$138,273
The O'Reilly Hospitality Management, LLC 401(k) match · 2024
Employer contribution per active participant$653
Median for plans this size$1,313
2024$653 per active participant
2023$681 per active participant
2022$505 per active participant

O'Reilly Hospitality Management, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$80,579
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$57,694

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$138,273 · 1.39%
2023$145,686 · 1.98%
2022$84,856 · 1.42%
Same employer
Similar plansAccommodation & Food Services · Missouri
The Innsbrook Corporation MO$14.1M · 0.48%
Opaa Food Management, Inc. MO$13.3M · 0.37%
Midas Hospitality, LLC MO$10.2M · 0.64%
Lm Services Corporation MO$9.2M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263502847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.