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Joseph L. Oconnor and Claudia O 401(k) Plan

What public Form 5500 filings show about the Joseph L. Oconnor and Claudia O 401(k) plan — and how to find and check your own account.

Plan assets
$231K
Participants
11
Plans on file
1

The Joseph L. Oconnor and Claudia O 401(k) on its latest Form 5500

Joseph L. Oconnor and Claudia O (EIN 01-0560410) reports JOSEPH L. O'CONNOR AND CLAUDIA O'CONNOR, D.D.S., INC 401(K) PLA on its most recent Form 5500, with $231K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Joseph L. Oconnor and Claudia O filing — schedules, fees, and providers.

Who runs the Joseph L. Oconnor and Claudia O 401(k)?

Joseph L. Oconnor and Claudia O’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Joseph L. Oconnor and Claudia OHR for the recordkeeper’s name and login.

How to check your Joseph L. Oconnor and Claudia O 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Joseph L. Oconnor and Claudia O HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Joseph L. Oconnor and Claudia O — all Form 5500 filings (EIN 01-0560410) · California employer EIN lookup · Form 5500 search
Joseph L. Oconnor and Claudia O 401(k) Plan — Form 5500