Plan Ledger DOL Form 5500 · updated monthly

Donnelly Mechanical Corp.Profit-sharing plan

DONNELLY MECHANICAL CORP. PROFIT SHARING PLAN FOR UNION EMPLOYEES · QUEENS VILLAGE, NY · plan year 2025

Reported admin expense ratio · 2025
0.78%

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

Donnelly Mechanical Corp. reported $34,205 in plan administrative expenses for 2025: 0.78% of average plan assets, above the peer median. Employer contributions averaged $2,445 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 3 years on file its reported administrative ratio rose from 0.44% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New York (4,529th of 5,648), and 4,071st of 5,337 in construction. active participation has shrunk from 151 to 125 since 2022.

Plan summary
Net assets, end of year$4,706,661
Participants with balances137
Active participants125
Employer contributions$305,598
Employee contributions—
Employer contribution per active participant$2,445
Average account balance$34,355
Benefits paid to participants$294,965
Plan auditUnmodified (clean) audit opinion
AuditorNAWROCKI SMITH LLP
Plan history4
Yearassets · accounts · employer contribution
2025$4.7M · 137 accts · $306K emplr
2024$4.0M · 136 accts · $309K emplr
2023$4.0M · 141 accts · $164K emplr
2022$3.6M · 152 accts · $289K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$11,406
Total administrative$34,205
Employer contributions to the Donnelly Mechanical Corp. plan · 2025
Employer contribution per active participant$2,445
Median for plans this size$1,464
2025$2,445 per active participant
2024$2,356 per active participant
2023$1,228 per active participant
2022$1,912 per active participant

Donnelly Mechanical Corp.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,406
NAWROCKI SMITH LLP · Other services$9,500
UNITED BENEFIT PENSIONS INC. · Other services$7,040
JANNEY MONTGOMERY SCOTT LLC$6,259

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

Administrative cost history4
2025$34,205 · 0.78%
2024$32,070 · 0.80%
2023$13,646 · 0.36%
2022$18,071 · 0.44%
Similar plansConstruction · New York
Bblbc, LLC NY$5.0M · 0.38%
Appolo Heating, Inc. NY$4.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112957503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.