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Original filing (PDF)20250724134738NAL0005497265001
O'CONNELL LANDSCAPE MAINTENANCE, INC.
Form 5500
FILING_RECEIVED
O'CONNELL LANDSCAPE MAINTENANCE, INC 401(K) PLAN
401(k) retirement plan
Active participants
528
Accounts w/ balance
337
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
31 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'CONNELL LANDSCAPE MAINTENANCE, INC..
Plan sponsor
Name
O'CONNELL LANDSCAPE MAINTENANCE, INC.
EIN
95-3141443
Address
23091 ARROYO VISTA · RANCHO SANTA MARGARITA, CA · 92688
Phone
(949) 589-2007
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | CEDAR RAPIDS, IA | RECORDKEEPER | $5K | — |
| ECONOMIC GROUP PENSION SERVICES,INC | 13-3180178 | LAGUNA HILLS, CA | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISOR | 43-1451524 | — | INVESTMENT ADVISORY | $8K | — |
Investments
4 direct securities · 31 pooled funds· $3.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$3.6M
31 holdings
Uncategorized
$143K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $771K | 20.7% | |
| TRANSAMERICA RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $546K | 14.6% | |
| TRANSAMERICA RETIREONTRACK 2010 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $423K | 11.3% | |
| TRANSAMERICA RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $375K | 10.1% | |
| TRANSAMERICA RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $367K | 9.8% | |
| TRANSAMERICA RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $345K | 9.2% | |
| TRANSAMERICA RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $221K | 5.9% | |
| TRANSAMERICA RETIREONTRACK 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $190K | 5.1% | |
| Alliance Bern Global Bond Ret Opt Pooled Separate Account N/A 443 BNY Mellon Global Fixed Income Ret Opt Pooled Separate Account N/A 101 Notes receivable from participants Maturing 2025 - 2028 at interest rate of 9.25%-10.00% - | — | — | — | $70K | 1.9% | |
| AF WASHINGTON MUTUAL INVESTORS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $65K | 1.8% | |
| MFS MASSACHUSETTS INVESTORS GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $52K | 1.4% | |
| Transamerica Stable Value Core Option Stable Value Fund N/A | — | — | — | $49K | 1.3% | |
| TRANSAMERICA PARTNERS STOCK INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $48K | 1.3% | |
| TRANSAMERICA RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $33K | 0.9% | |
| VICTORY SYCAMORE ESTABLISHED VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $28K | 0.7% | |
| TRANSAMERICA MID-CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $28K | 0.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| BLACKROCK HIGH YIELD PORTFOLIO TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| DFA Infl-Protected Sec Portfolio Ret Opt Pooled Separate Account N/A | — | — | — | $13K | 0.4% | |
| DFA INFLATION-PROTECTION SECURITIES TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $13K | 0.4% | |
| BLACKROCK TOTAL RETURN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| TRANSAMERICA RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $11K | 0.3% | |
| Amer Funds Euro Pacific Growth Ret Opt Pooled Separate Account N/A | — | — | — | $10K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH TRANSAMERCIA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| JANUS HENDERSON GLOBAL RESEARCH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NEW WORLD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| STATE STREET S&P MID CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| TRANSAMERICA RETIROEONTRACK 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| TRANSAMERICA RETIREONTRACK 2015 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| VANGUARD SMALL-CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| VANGUARD REAL ESTATE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| GOLDMAN SACHS GLOBAL CORE FIXED INC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AB GLOBAL BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $443 | <0.1% | |
| BNY MELLON GLOBAL FIXED INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $100 | <0.1% |
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