How big is O'MALLEY, Harvey & Brosnan, LLC's plan?

O'MALLEY, Harvey & Brosnan, LLC's plan reported $4.1M in assets and 8 participants for 2024.

Original filing (PDF)20250624025307NAL0006484337001

O'MALLEY, Harvey & Brosnan, LLC

Name: O'MALLEY, Harvey & Brosnan, LLC — O'MALLEY and, Form 5500 (2024)
Creator: O'MALLEY, Harvey & Brosnan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'MALLEY and Harvey, LLP 401(k) Plan

401(k) retirement plan · O'MALLEY, Harvey & Brosnan, LLC's O'MALLEY and Harvey, LLP 401(k) Plan held $4.1M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

O'MALLEY, Harvey & Brosnan, LLC's EIN is 04-2747394.

EIN 04-2747394

Plan number 002

Plan year 2024

ACK ID 20250624025307NAL0006484337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'MALLEY, Harvey & Brosnan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'MALLEY, Harvey & Brosnan, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'MALLEY, HARVEY & BROSNAN, LLC.

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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

Knocking points off