Original filing (PDF)20250623134056NAL0015589954001

A. LINDSAY & OLIVE B O'CONNOR FOUNDATION

Name: A. LINDSAY & OLIVE B O'CONNOR FOUNDATION — O'CONNOR FOUNDATION PENSION PLAN, Form 5500 (2024)
Creator: A. LINDSAY & OLIVE B O'CONNOR FOUNDATION

Form 5500-SF

FILING_RECEIVED

O'CONNOR FOUNDATION PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. LINDSAY & OLIVE B O'CONNOR FOUNDATION.

Plan sponsor

Name

A. LINDSAY & OLIVE B O'CONNOR FOUNDATION

EIN

16-6063485

Address

109 SHERWOOD ROAD · DELHI, NY · 13753

Phone

(607) 538-9248

Industry

Other Services (ex. Public Admin)see all

Plan administrator