How big is O'SHEA McDonald & Stevens LLP's plan?

O'SHEA McDonald & Stevens LLP's plan reported $654 in assets for 2023.

Original filing (PDF)20241002073952NAL0014524912001

O'SHEA McDonald & Stevens LLP

Name: O'SHEA McDonald & Stevens LLP — O'SHEA McDonald &, Form 5500 (2023)
Creator: O'SHEA McDonald & Stevens LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'SHEA McDonald & Stevens LLP Pension Plan

Defined-contribution retirement plan · O'SHEA McDonald & Stevens LLP's O'SHEA McDonald & Stevens LLP Pension Plan reported $654 in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$654

Net assets (EOY)

$654

People on this filing

Christina Busch signed O'SHEA McDonald & Stevens LLP's 2023 Form 5500 as plan administrator.

Christina Busch — 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'SHEA McDonald & Stevens LLP's EIN is 15-0591730.

EIN 15-0591730

Plan number 001

Plan year 2023

ACK ID 20241002073952NAL0014524912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for O'SHEA McDonald & Stevens LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

O'SHEA McDonald & Stevens LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, 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 O'SHEA MCDONALD & STEVENS LLP.

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Plan health score

Above-average plan

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