Oldenburg Group 401(k) match, vesting and fees
What Oldenburg Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Oldenburg Group: employer contribution per participant | $809 | |
| Peer median | $1,962 |
| Oldenburg Group: average balance | $105,187 | |
| Peer median | $75,225 |
| Oldenburg Group: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.5M at the end of plan year 2021 to $21M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 206 | $21M | $162K | $809 | 0.10% | Not published | Form 5500 ↗ |
| 2024 | 197 | $19.5M | $146K | $744 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 204 | $20.6M | $136K | $676 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 219 | $19.9M | $131K | $610 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 234 | $27.5M | $117K | $503 | 0.11% | Not published | Form 5500 ↗ |
Other Oldenburg Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lake Shore, Inc. Steelworkers Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Egps, LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Lake Shore, Inc. Truck Drivers Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Oldenburg Group match 401(k) contributions?
The match terms for the Oldenburg Group Incorporated Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $162K in employer contributions, about $809 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oldenburg Group 401(k) match vested?
The vesting schedule for the Oldenburg Group Incorporated Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oldenburg Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Oneamerica Retirement Services LLC. The plan administrator is Oldenburg Group Incorporated.
I left Oldenburg Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oldenburg Group Incorporated, (414) 977-1717) or the recordkeeper, Oneamerica Retirement Services LLC. The Oldenburg Group old 401(k) page lists the contacts from every plan filing. Find an old Oldenburg Group 401(k)
Data from the public Form 5500 annual reports Oldenburg Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oldenburg Group. Not financial advice. Report a correction · Methodology