How big is Oconnor, Oconnor, Bresee &'s plan?

Oconnor, Oconnor, Bresee &'s plan reported $14.3M in assets and 40 participants for 2024.

Original filing (PDF)20250604120926NAL0007817443001

Oconnor, Oconnor, Bresee &

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

Form 5500-SF

FILING_RECEIVED

O'CONNOR, O'CONNOR, Bresee & First, P.C. Profit Sharing Plan

401(k) retirement plan · Oconnor, Oconnor, Bresee &'s O'CONNOR, O'CONNOR, Bresee & First, P.C. Profit Sharing Plan held $14.3M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

People on this filing

Maryteresa Colello signed Oconnor, Oconnor, Bresee &'s 2024 Form 5500 as plan administrator.

Maryteresa Colello — 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

Oconnor, Oconnor, Bresee &'s EIN is 14-1768939.

EIN 14-1768939

Plan number 001

Plan year 2024

ACK ID 20250604120926NAL0007817443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oconnor, Oconnor, Bresee & from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oconnor, Oconnor, Bresee &'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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