Plan Ledger DOL Form 5500 · updated monthly

O'Neill Service Group, LLC401(k)

O'NEILL SERVICE GROUP, LLC 401(K) SAVINGS PLAN · REDMOND, WA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

O'Neill Service Group, LLC reported $400 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,385 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,423rd of 1,714), and 10,174th of 11,654 in professional & technical services. In 2022, employees put in $5.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,996,794
Participants with balances148
Active participants93
Employer contributions$128,824
Employee contributions$692,931
Employer contribution per active participant$1,385
Average account balance$27,005
Benefits paid to participants$199,740
Plan auditUnmodified (clean) audit opinion
AuditorKBFALK, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$4.0M · 148 accts · $129K emplr
The O'Neill Service Group, LLC 401(k) match · 2022
Employer contribution per active participant$1,385
Median for plans this size$1,114

O'Neill Service Group, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$400 · 0.01%
Similar plansProfessional & Technical Services · Washington
Probi USA, Inc. WA$4.4M · 0.53%
Gravis Law, PLLC WA$4.2M · 1.13%
Echonous, Inc. WA$3.9M · 0.04%
Twinstrand Biosciences WA$3.8M · 0.14%
Edmodo, LLC WA$3.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264203764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.