Retirement plan

FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Name: FUSS & ONEILL, INC. - FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN (2024) Form 5500
Creator: FUSS & ONEILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN, FUSS & ONEILL, INC.

FUSS & ONEILL, INC.EIN 06-0845648Plan #002PY 2024

1 FINANCIAL PLAZA, 15TH FLOOR - HARTFORD, CT 06103860-646-2469fando.comLinkedIn201-500 employeescivil engineering

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$81.2M

+11.8% from 2023

Total participants

551

+0.4% from 2023

Average account balance

$147,379

+7.8% from 2023

Annual return

17.35%

-2.37 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$81.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$147K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

551

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$18

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$89,403
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVEROVERLAND PARK, KS 66211	Advisory (Plan)	$64,007
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032	Contract Administrator	$22,440
JANNEY MONTGOMERY SCOTT LLC8 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103	Advisory (Plan)	$18,953
FUSS & O NEILL INC1 year Service code 99 146 HARTFORD RD · MANCHESTER, CT 06040	Other Fees	$14,650

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$10K

Contract admin$10K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,379

$160,028-7.9%

$147,080+0.2%

$145,884+1.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

17.35%

98.60%-81.3pp

420.17%-402.8pp

551.85%-534.5pp

Employer contribution / active EE

$5,286-100.0%

$4,933-100.0%

$4,662-100.0%

Participant deferral / active EE

$8,422-100.0%

$8,066-100.0%

$6,690-100.0%

Admin fee / account holder

$18

$15,030-99.9%

$12,989-99.9%

$13,392-99.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE CO OF AME

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$89,403

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING HOLDCO LLC

Service code 27

5454 110TH ST · OVEROVERLAND PARK, KS 66211

Advisory (Plan)

$64,007

PASI, LLC10+ years

Service code 13

10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032

Contract Administrator

$22,440

JANNEY MONTGOMERY SCOTT LLC8 years

Service code 27

1717 ARCH ST · PHILADELPHIA, PA 19103

Advisory (Plan)

$18,953

FUSS & O NEILL INC1 year

Service code 99

146 HARTFORD RD · MANCHESTER, CT 06040

Other Fees

$14,650

FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion