Plan Ledger DOL Form 5500 · updated monthly

O'Donnell & Naccarato, Inc.401(k)

O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

O'Donnell & Naccarato, Inc. reported $91,866 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2,240 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 1,479th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,294th of 11,654 in professional & technical services. In 2024, employees put in $5.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,485,994
Participants with balances115
Active participants99
Employer contributions$221,728
Employee contributions$1,133,101
Employer contribution per active participant$2,240
Average account balance$186,835
Benefits paid to participants$2,296,134
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,866
Total administrative$91,866
The O'Donnell & Naccarato, Inc. 401(k) match · 2024
Employer contribution per active participant$2,240
Median for plans this size$2,416

O'Donnell & Naccarato, Inc.'s 2024 employer contribution ran below 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.

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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$89,441
ASCENSUS · Contract administrator · Other services$2,424
LPL FINANCIAL LLC · 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$91,866 · 0.45%
Similar plansProfessional & Technical Services · Pennsylvania
Mission Critical Partners PA$21.6M · 0.28%
Greenphire, LLC PA$21.6M · 0.04%
Saxton & Stump, LLC PA$21.5M · 0.40%
Aweber Systems, Inc. PA$20.6M · 0.02%
Kierantimberlake. LLC PA$20.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222381252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.