O'Brien Services Inc.401(k)
O'BRIEN AND ASSOCIATES 401(K) PLAN · HOLMEN, WI · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
O'Brien Services Inc. reported $7,622 in plan administrative expenses for 2024: 1.05% of average plan assets, above the peer median. Employer contributions averaged $186 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 fell from 1.38% to 1.05%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,908th of 1,936), and 2,263rd of 2,534 in administrative & support services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 331 to 439 since 2022.
O'Brien Services Inc.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 391818583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.