Plan Snapshot
- Plan Sponsor: O'Connell Landscape Maintenance, INC.
- Sponsor EIN: 953141443
- Sponsor Address: 23091 ARROYO VISTA, RANCHO SANTA MARGARITA, CA, 92688
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 698
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 698 | $4.0M | $0 | $0 |
| 2024 | 528 | $3.7M | $0 | $514,780 |
| 2023 | 495 | $3.1M | $0 | $488,055 |
| 2022 | 481 | $2.4M | $0 | $434,867 |
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 |
|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISOR | Investment Advisor | $8,912 | — | $8,912 |
| ECONOMIC GROUP PENSION SERVICES,INC | Recordkeeper | — | $6,197 | $6,197 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $5,501 | — | $5,501 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,610
- Estimated Expense Ratio: 0.513% 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 |
|---|---|---|---|---|---|
| 2025 | $756,297 | — | $20,610 | — | — |
| 2024 | $16,832 | — | $16,832 | — | — |
| 2023 | $10,544 | — | $10,544 | — | — |
| 2022 | $8,688 | — | $8,688 | — | — |