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Department of Labor filing

EC FENNELL, P.A.

E.C. FENNELL, P.A. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$2,170

Reported employer contributions per active participant.

Higher than about 33% of comparable plans
#People in the filing
160

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$259 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 30% of comparable plans
↗Investment performance
Not available

Plan assets changed 28.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions33rd percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense30th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, EC FENNELL, P.A. reported $347,200 in employer contributions across the plan and 160 active participants. That works out to $2,170 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 15.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$347,200
Participant contributions
$836,701
Other contributions
$1,702
Employer share of reported contributions
29.3%
Beginning assets
$4,869,539
Ending assets
$6,269,052
Ending net assets
$6,269,052
Ending liabilities
$0
Total income
$1,915,627
Total expenses
$516,114
Administrative expenses
$49,648
Participant loans
$82,238

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,985
2024
$2,170
Plan-paid administrative expenses per participant
2022
$224
2024
$259
Active participants
2022
127
2024
160
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,1701606.3M20251013050834NAL0000838081001
2022$1,9851273.6M20231016145803NAL0051146704001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
300084893-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2011
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
INVESCO2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
METROPOLITAN WEST FUNDS2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
SEI2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

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Filing ACK_ID20251013050834NAL0000838081001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗