Plan Ledger DOL Form 5500 · updated monthly

O'Connell Landscape Maintenance, Inc.401(k)

O'CONNELL LANDSCAPE MAINTENANCE, INC 401(K) PLAN · RANCHO SANTA MARGARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

O'Connell Landscape Maintenance, Inc. reported $16,832 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 0.38% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,510th of 9,483), and 1,623rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,718,562
Participants with balances337
Active participants528
Employer contributions—
Employee contributions$514,780
Employer contribution per active participant—
Average account balance$11,034
Benefits paid to participants$290,415
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 337 accts
2023$3.1M · 328 accts
2022$2.4M · 333 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,832
Total administrative$16,832
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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$4,830
ECONOMIC GROUP PENSION SERVICES,INC · Recordkeeping · Loan processingindirect comp
ONE DIGITAL INVESTMENT ADVISOR · Investment advisory (plan)$8,479

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

Recordkeeper by year2
2024ECONOMIC GROUP PENSION SERVICES,INC, Transamerica
2023ECONOMIC GROUP PENSION SERVICES,INC, Transamerica

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Administrative cost history3
2024$16,832 · 0.49%
2023$10,544 · 0.38%
2022$8,688 · 0.38%
Same employer
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Swing Education, Inc. CA$3.8M · 0.56%
Suna Solutions, Inc. CA$3.7M · 1.41%
Tezerakt LLC CA$3.7M · 0.22%
Prosum, Inc. CA$3.7M · 0.39%
Incredible Health, Inc. CA$3.7M · 0.18%
Beamery, Inc. CA$3.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953141443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.