Plan Snapshot
- Plan Sponsor: Oconnor Construction Management
- Sponsor EIN: 330160220
- Sponsor Address: 8851 RESEARCH DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $9.5M
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. |
|---|---|---|---|---|
| 2024 | 136 | $9.5M | $130,841 | $1.1M |
| 2023 | 123 | $8.6M | $99,517 | $797,408 |
| 2022 | 101 | $6.5M | $86,218 | $666,758 |
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 |
|---|---|---|---|---|
| GENSKE, MULDER & CO., LLP | Auditor | — | — | $0 |
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 | $1,945 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |