# The O'Connell Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-o-connell-companies-inc-plan-027

> The O'Connell Companies, INC.'s 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The O'Connell Companies, INC.

- **Sponsor EIN:** 042669288

- **Sponsor Address:** 800 KELLY WAY, HOLYOKE, MA, 01040

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

- **Total Participants:** 232

- **Total Assets:** $40.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|232|$40.6M|$822,212|$1.6M|

| 2023|207|$37.7M|$748,864|$1.3M|

| 2022|203|$37.2M|$689,567|$1.0M|

## 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|

| MEYERS BROTHERS KALICKA P.C.|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|$30,427|$980|—|—|—|

| 2023|$29,792|$930|—|—|—|

| 2022|$28,396|$965|—|—|—|

## Similar Plans

- [Dens Facility Services INC](https://planprovider.pro/companies/dens-facility-services-inc-401k-plan) — 214 participants

- [General Catalyst Enterprises, In](https://planprovider.pro/companies/general-catalyst-enterprises-inc-401k-plan) — 199 participants

- [Longroad Energy Management LLC](https://planprovider.pro/companies/longroad-energy-management-llc-401k-plan) — 191 participants

- [Oxford Instruments Holdings 2013, INC.](https://planprovider.pro/companies/oxford-instruments-holdings-2013-inc-401k-plan) — 279 participants

- [Ledvance LLC](https://planprovider.pro/companies/ledvance-llc-plan-007) — 310 participants

- [The Oconnell Companies, INC.](https://planprovider.pro/companies/the-oconnell-companies-inc-plan) — 140 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-o-connell-companies-inc-plan-027)

© 2026 PlanProvider.Pro