Plan Ledger DOL Form 5500 · updated monthly

Mark a. O'Neal & Associates, Inc.401(k)

MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Mark a. O'Neal & Associates, Inc. reported $35,896 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,370 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Louisiana (629th of 884), and 10,015th of 11,654 in professional & technical services. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,416,673
Participants with balances130
Active participants132
Employer contributions$180,820
Employee contributions$701,343
Employer contribution per active participant$1,370
Average account balance$33,974
Benefits paid to participants$363,241
Plan auditUnmodified (clean) audit opinion
AuditorBOURGEOIS BENNETT, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,868
Investment management$16,028
Total administrative$35,896
The Mark a. O'Neal & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$1,370
Median for plans this size$1,313

Mark a. O'Neal & Associates, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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
VESTWELL · Contract administrator · Investment advisory (plan)$19,868
BONFANTI INVESTMENT SERVICES, LLC · Contract administrator · Investment advisory (plan)$16,028

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

Administrative cost history1
2024$35,896 · 0.92%
Similar plansProfessional & Technical Services · Louisiana
Comtec Consultants, Inc. LA$4.8M · 0.06%
Advisewell, Inc. LA$4.6M · 0.60%
Team Services, LLC LA$3.9M · 0.52%
Doyle Land Services, Inc. LA$3.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721330515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.