# The Oconnell Companies, INC. DB Plan
Source: https://planprovider.pro/companies/the-oconnell-companies-inc-plan

> The Oconnell Companies, INC.'s DB plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Oconnell Companies, INC.

- **Sponsor EIN:** 042669288

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

- **Plan Type:** DB

- **Total Participants:** 140

- **Total Assets:** $60.4M

## 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|140|$60.4M|$0|$391,955|

| 2023|156|$61.2M|$0|$406,113|

| 2022|175|$57.6M|$1.5M|$431,445|

## 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, PC|Auditor|$12,900|—|$12,900|

### Verified Provider Profiles

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

- [MEYERS BROTHERS KALICKA, PC](https://planprovider.pro/provider/meyers-brothers-kalicka-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,900

- **Estimated Expense Ratio:** 0.021% 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|$182,503|$34,272|—|$12,900|—|

| 2023|$257,691|$41,469|—|$12,500|—|

| 2022|$181,736|$31,706|$47,430|—|$65,200|

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