# O'Connell Robertson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-connell-robertson-inc-401k-plan

> O'Connell Robertson, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/maxwell-locke-and-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|—|—|—|—|—|

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