How big is O'SULlivan McCormack Jensen & Bliss' plan?

O'SULlivan McCormack Jensen & Bliss' plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20250714101955NAL0001289072001

O'SULlivan McCormack Jensen & Bliss

Name: O'SULlivan McCormack Jensen & Bliss — O'SULlivan, Form 5500 (2024)
Creator: O'SULlivan McCormack Jensen & Bliss
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'SULlivan McCormack Jensen & Bliss PC 401(k) Plan

401(k) retirement plan · O'SULlivan McCormack Jensen & Bliss' O'SULlivan McCormack Jensen & Bliss PC 401(k) Plan held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Janet McCormack signed O'SULlivan McCormack Jensen & Bliss' 2024 Form 5500 as plan administrator.

Janet McCormack — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

O'SULlivan McCormack Jensen & Bliss' EIN is 06-1355039.

EIN 06-1355039

Plan number 001

Plan year 2024

ACK ID 20250714101955NAL0001289072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'SULlivan McCormack Jensen & Bliss from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'SULlivan McCormack Jensen & Bliss' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'SULLIVAN MCCORMACK JENSEN & BLISS.

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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