Plan Snapshot
- Plan Sponsor: O'Connell Robertson, INC.
- Sponsor EIN: 741733108
- Sponsor Address: 811 BARTON SPRINGS ROAD, SUITE 900, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $16.2M | $497,149 | $987,825 |
| 2023 | 139 | $13.9M | $409,138 | $802,354 |
| 2022 | 107 | $11.7M | $307,751 | $598,051 |
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 |
|---|---|---|---|---|
| MAXWELL LOCKE & RITTER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL LOCKE & RITTER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $655 | — | $655 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |