Plan Ledger DOL Form 5500 · updated monthly

Campbell Conroy & O'Neil Professional Corporation401(k)

CAMPBELL, CONROY & O'NEIL PROFESSIONAL CORPORATION 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Campbell Conroy & O'Neil Professional Corporation reported $15,997 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,581 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 677th-largest of 2,726 plans among Massachusetts employers on file, and the 2,635th of 11,654 in professional & technical services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 72 to 86 since 2022.

Plan summary
Net assets, end of year$53,082,202
Participants with balances121
Active participants86
Employer contributions$1,081,979
Employee contributions$1,065,633
Employer contribution per active participant$12,581
Average account balance$438,696
Benefits paid to participants$2,641,877
Plan auditUnmodified (clean) audit opinion
AuditorWOLF & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$53.1M · 121 accts · $1.1M emplr
2023$46.3M · 113 accts · $1.1M emplr
2022$38.1M · 111 accts · $987K emplr
The Campbell Conroy & O'Neil Professional Corporation 401(k) match · 2024
Employer contribution per active participant$12,581
Median for plans this size$2,416
2024$12,581 per active participant
2023$13,140 per active participant
2022$13,708 per active participant

Campbell Conroy & O'Neil Professional Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY GLOBAL BANKING OPER · Consulting$74,346
WOLF & CO · Consulting$23,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$15,997 · 0.03%
2023$10,939 · 0.03%
2022$1,505 · 0.00%
Similar plansProfessional & Technical Services · Massachusetts
Thrive Operations, LLC MA$55.0M · 0.45%
Stoneturn Group, LLP MA$53.8M · 0.09%
Revenue Solutions, Inc. MA$53.6M · 0.25%
Weston & Sampson, Inc. MA$52.8M · 0.02%
Bitsight Technologies, Inc. MA$52.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042781045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.