Retirement plan

O'CONNOR, O'CONNOR, BRESEE & FIRST, P.C. PROFIT SHARING PLAN

Name: OCONNOR, OCONNOR, BRESEE & - O'CONNOR, O'CONNOR, BRESEE & FIRST, P.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: OCONNOR, OCONNOR, BRESEE &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O'CONNOR, O'CONNOR, BRESEE & FIRST, P.C. PROFIT SHARING PLAN, OCONNOR, OCONNOR, BRESEE &

OCONNOR, OCONNOR, BRESEE &EIN 14-1768939Plan #001PY 2025

20 CORPORATE WOODS BLVD - ALBANY, NY 12211518-641-6235

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.8M

+17.3% from 2024

Total participants

+8.2% from 2024

Average account balance

$328,985

+12.7% from 2024

Annual return

16.28%

-0.72 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.78M

Not enough data

1 years with asset history on file

Average account balance

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

$329K

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.

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.

110.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$638K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9827

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$501K

$10895 / participant

Other / not subdivided$501K100.0%

% of EOY assets

2.987%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$328,985

$106,524+208.8%

$152,301+116.0%

$87,485+276.0%

Participation rate

95.7%

75.8%+19.9pp

82.4%+13.2pp

68.9%+26.7pp

Annual return

16.28%

26.89%-10.6pp

80.50%-64.2pp

26.06%-9.8pp

Employer contribution / active EE

$4,956

$3,371+47.0%

$4,624+7.2%

$2,596+90.9%

Participant deferral / active EE

$8,914

$6,525+36.6%

$8,004+11.4%

$4,274+108.6%

Admin fee / account holder

$9,827

$8,287+18.6%

$14,398-31.7%

$7,775+26.4%

O'CONNOR, O'CONNOR, BRESEE & FIRST, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O'CONNOR, O'CONNOR, BRESEE & FIRST, P.C. PROFIT SHARING 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