# Fuss & Oneill, INC. DC Plan
Source: https://planprovider.pro/companies/fuss-oneill-inc-plan

> Fuss & Oneill, INC.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fuss & Oneill, INC.

- **Sponsor EIN:** 060845648

- **Sponsor Address:** 1 FINANCIAL PLAZA, HARTFORD, CT, 06103

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $81.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|0|$81.2M|$1.5M|$4.1M|

| 2023|369|$72.6M|$1.5M|$3.4M|

| 2022|340|$63.2M|$1.7M|$2.9M|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$89,403|—|$89,403|

| CREATIVE PLANNING HOLDCO LLC|INVESTMENT ADVISOR|$64,007|—|$64,007|

| PASI, LLC|CONTRACT ADMIN|$12,440|$10,000|$22,440|

| JANNEY MONTGOMERY SCOTT LLC|INVESTMENT ADVISOR|$18,953|—|$18,953|

| FUSS & O NEILL INC|OTHER|$14,650|—|$14,650|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,453

- **Estimated Expense Ratio:** 0.258% of plan assets

### 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|$9,957|—|$9,957|—|—|

| 2023|$89,146|—|$89,146|—|—|

| 2022|$96,201|—|$96,201|—|—|

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