Plan Ledger DOL Form 5500 · updated monthly

Donnelly-Boland and Associates401(k)

DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Donnelly-Boland and Associates reported $190,583 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $5,315 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 0.37% to 0.42%. 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 814th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,837th of 11,654 in professional & technical services. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,363,336
Participants with balances579
Active participants383
Employer contributions$2,035,589
Employee contributions$1,620,231
Employer contribution per active participant$5,315
Average account balance$83,529
Benefits paid to participants$2,978,232
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.4M · 579 accts · $2.0M emplr
2023$41.9M · 578 accts · $2.0M emplr
2022$33.8M · 521 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,054
Investment management$95,529
Total administrative$190,583
The Donnelly-Boland and Associates 401(k) match · 2024
Employer contribution per active participant$5,315
Median for plans this size$2,416
2024$5,315 per active participant
2023$5,396 per active participant
2022$4,951 per active participant

Donnelly-Boland and Associates'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 · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$4,650
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$95,529

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$190,583 · 0.42%
2023$149,907 · 0.40%
2022$136,353 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Cipriani & Werner, P.C. PA$49.7M · 0.42%
Sabre Systems, Inc. PA$49.3M · 0.41%
Lumanity Inc. PA$48.9M · 0.25%
Sv-Dvf Holdings, LLC PA$48.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251685793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.