Plan Ledger DOL Form 5500 · updated monthly

Oconnor Construction Management401(k)

O'CONNOR CONSTRUCTION MANAGEMENT INC. 401K PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Oconnor Construction Management reported $1,945 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $962 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,592nd of 9,483), and 8,142nd of 11,654 in professional & technical services. In 2024, employees put in $8.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,525,818
Participants with balances156
Active participants136
Employer contributions$130,841
Employee contributions$1,075,029
Employer contribution per active participant$962
Average account balance$61,063
Benefits paid to participants$1,377,956
Plan auditUnmodified (clean) audit opinion
AuditorGENSKE, MULDER & CO., LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,945
Total administrative$1,945
The Oconnor Construction Management 401(k) match · 2024
Employer contribution per active participant$962
Median for plans this size$1,313

Oconnor Construction Management's 2024 employer contribution ran below the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$1,945
ADP BROKER-DEALER · 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$1,945 · 0.02%
Similar plansProfessional & Technical Services · California
Zenleads Inc. CA$9.5M · 0.10%
El Clasificado CA$9.5M · 0.67%
Citrine Informatics, Inc. CA$9.5M · 0.02%
Child Start, Inc. CA$9.5M · 0.57%
Branch Messenger, Inc. CA$9.5M · 0.69%
Drizly LLC CA$9.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330160220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.