Original filing (PDF)20250923162619NAL0005920305001

THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC

Name: THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC — THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC.

Plan sponsor

Name

THE BRIAN O'CONNELL, JR. LAW FIRM, PLLC

EIN

02-0578100

Address

122 N BARRY ST · OLEAN, NY · 147602721

Phone

(416) 373-3400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator