Plan Ledger DOL Form 5500 · updated monthly

Fuss & Oneill, Inc.401(k)

FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN · MANCHESTER, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

Fuss & Oneill, Inc. reported $9,957 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 fell from 0.13% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 223rd-largest of 1,106 plans among Connecticut employers on file, and the 1,802nd of 11,654 in professional & technical services. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,205,738
Participants with balances551
Active participants0
Employer contributions$1,544,476
Employee contributions$4,109,431
Employer contribution per active participant—
Average account balance$147,379
Benefits paid to participants$9,674,749
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.2M · 551 accts · $1.5M emplr
2023$72.6M · 531 accts · $1.5M emplr
2022$63.2M · 543 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,957
Total administrative$9,957
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 · 20245
CREATIVE PLANNING HOLDCO LLC · Investment advisory (plan)$64,007
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$18,953
FUSS & O NEILL INC$14,650
PASI, LLC · Contract administrator$12,440

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$9,957 · 0.01%
2023$89,146 · 0.13%
2022$96,201 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Connecticut
Cyient, Inc. CT$89.5M · 0.25%
Cantor Colburn LLP CT$89.0M · 0.14%
Pullman & Comley, LLC CT$86.4M · 0.03%
Rite-Solutions, Inc. CT$63.8M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060845648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.