# The Estate Of Thomas O'Connor DB Plan
Source: https://planprovider.pro/companies/the-estate-of-thomas-o-connor-plan

> The Estate Of Thomas O'Connor's DB plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Estate Of Thomas O'Connor

- **Sponsor EIN:** 746039142

- **Sponsor Address:** PO BOX 400, VICTORIA, TX, 77902

- **Plan Type:** DB

- **Total Participants:** 46

- **Total Assets:** $64.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|46|$64.1M|$0|$0|

| 2023|46|$59.4M|$689,453|$0|

| 2022|47|$51.6M|$0|$0|

## 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|

| ROLOFF, HNATEK & CO., L.L.P.|Auditor|$9,625|—|$9,625|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,625

- **Estimated Expense Ratio:** 0.015% 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|$314,643|$207,524|—|$9,625|—|

| 2023|$289,446|$187,690|—|$8,750|—|

| 2022|$293,489|$188,134|—|—|$67,555|

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