# O'Connor, Acciani And Levy Co., Lpa DC Plan
Source: https://planprovider.pro/companies/oconnor-acciani-and-levy-co-lpa-plan

> O'Connor, Acciani And Levy Co., Lpa's DC plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Connor, Acciani And Levy Co., Lpa

- **Sponsor EIN:** 593777259

- **Sponsor Address:** 600 VINE STREET, SUITE 1600, CINCINNATI, OH, 45202

- **Plan Type:** DC

- **Total Participants:** 66

- **Total Assets:** $11.5M

## 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|66|$11.5M|$420,779|$396,121|

| 2023|122|$10.2M|$218,988|$346,266|

| 2022|120|$8.4M|$431,391|$375,741|

## 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|

| BARNES, DENNIG & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES, DENNIG & CO., LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — 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|$12,783|—|$12,783|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oconnor-acciani-and-levy-co-lpa-plan)

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