Plan Ledger DOL Form 5500 · updated monthly

O'Connor, Acciani and Levy Co., Lpa401(k)

O'CONNOR, ACCIANI AND LEVY CO., LPA PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

O'Connor, Acciani and Levy Co., Lpa reported $12,783 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,375 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 among the smaller plans on file in Ohio (1,860th of 3,295), and 7,529th of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,531,350
Participants with balances105
Active participants66
Employer contributions$420,779
Employee contributions$396,121
Employer contribution per active participant$6,375
Average account balance$109,822
Benefits paid to participants$897,048
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG & CO., LTD
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,783
Total administrative$12,783
The O'Connor, Acciani and Levy Co., Lpa 401(k) match · 2024
Employer contribution per active participant$6,375
Median for plans this size$2,416

O'Connor, Acciani and Levy Co., Lpa's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

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
UBS FINANCIAL SERVICES INCindirect comp
LATITUDE SERVICE COMPANY INC · Other servicesindirect comp

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$12,783 · 0.12%
Similar plansProfessional & Technical Services · Ohio
Esl Gaming America, Inc OH$12.2M · 0.35%
Bodine Perry, LLC OH$11.5M · 0.41%
Dwellworks, LLC OH$11.5M · 0.33%
Unicon International, Inc. OH$11.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593777259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.