O'reilly Automotive, Inc. Profit Sharing And Savings Plan
Sponsored by O'reilly Automotive, Inc. · EIN 274358837 · Plan #002 · Springfield, MO
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 80,513
- With balances
- 70,527
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,871,343 |
| Financial Engines | Investment advisory (plan) | $179,488 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $92,049 |