# O'Donnell & Naccarato, INC. 401(k) Plan
Source: https://planprovider.pro/companies/odonnell-naccarato-inc-401k-plan

> O'Donnell & Naccarato, INC.'s 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Donnell & Naccarato, INC.

- **Sponsor EIN:** 222381252

- **Sponsor Address:** 701 MARKET STREET SUITE 6000, PHILADELPHIA, PA, 19106

- **Plan Type:** 401(k)

- **Total Participants:** 99

- **Total Assets:** $21.5M

## 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|99|$21.5M|$221,728|$1.1M|

| 2023|121|$19.2M|$93,105|$1.1M|

| 2022|115|$14.7M|$75,631|$986,475|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$89,441|—|$89,441|

| LPL FINANCIAL LLC|OTHER SERVICES|—|$52,480|$52,480|

| ASCENSUS|CONTRACT ADMINISTRATOR|$2,424|$7,494|$9,918|

| HERBEIN & COMPANY, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — OTHER SERVICES

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [HERBEIN & COMPANY, INC.](https://planprovider.pro/provider/herbein-company-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $151,839

- **Estimated Expense Ratio:** 0.707% 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|

| 2024|$91,866|—|$91,866|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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