Original filing (PDF)20241002073952NAL0014524912001

O'SHEA MCDONALD & STEVENS LLP

Name: O'SHEA MCDONALD & STEVENS LLP — O'SHEA MCDONALD & STEVENS LLP PENSION PLAN, Form 5500 (2023)
Creator: O'SHEA MCDONALD & STEVENS LLP

Form 5500-SF

FILING_RECEIVED

O'SHEA MCDONALD & STEVENS LLP PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$654

Net assets (EOY)

$654

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

O'SHEA MCDONALD & STEVENS LLP

EIN

15-0591730all filings

Address

107 WEST LIBERTY ST. · P.O. BOX 4310 · ROME, NY · 134424310

Phone

(315) 336-4500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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