O'Connell Robertson, Inc.401(k)
O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST · AUSTIN, TX · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
O'Connell Robertson, Inc. reported $655 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,884 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,318th-largest of 5,688 plans among Texas employers on file, and 6,304th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed.
O'Connell Robertson, Inc.'s 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 741733108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.