How big is Diserio Martin O'CONNOR & Castiglioni's plan?

Diserio Martin O'CONNOR & Castiglioni's plan reported $14.0M in assets and 10 participants for 2024.

Original filing (PDF)20250915084724NAL0001529552001

Diserio Martin O'CONNOR & Castiglioni

Name: Diserio Martin O'CONNOR & Castiglioni — Diserio, Form 5500 (2024)
Creator: Diserio Martin O'CONNOR & Castiglioni
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Diserio Martin O'CONNOR & Castiglioni Profit Sharing Plan

401(k) retirement plan · Diserio Martin O'CONNOR & Castiglioni's Diserio Martin O'CONNOR & Castiglioni Profit Sharing Plan held $14.0M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

Plan identifiers

Diserio Martin O'CONNOR & Castiglioni's EIN is 06-1088726.

EIN 06-1088726

Plan number 002

Plan year 2024

ACK ID 20250915084724NAL0001529552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Diserio Martin O'CONNOR & Castiglioni from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Diserio Martin O'CONNOR & Castiglioni's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DISERIO MARTIN O'CONNOR & CASTIGLIONI.

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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

Helping the score