Back to filter
Original filing (PDF)20260225124358NAL0002958769001
MORIN & O'SHEA, P.C.
Form 5500-SF
FILING_RECEIVED
MORIN & O'SHEA, P.C. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORIN & O'SHEA, P.C..
Plan sponsor
Name
MORIN & O'SHEA, P.C.
EIN
20-0146759
Address
1440 RUSSELL ROAD, P.O. BOX 858 · WESTFIELD, MA · 01086
Phone
(413) 568-3101
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-02-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
CARTER, HAYES + ASSOCIATES, P.C.
CARTER, HAYES + ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$3.0M · 5 participants
MSKR & ASSOCIATES, LLC DBA BURTON PARTNERS, LLC
BURTON PARTNERS 401(K) PROFIT SHARING PLAN
$3.0M
DENNIS KALICK & ASSOCIATES, INC.
DENNIS KALICK & ASSOCIATES, INC. 401(K) PLAN
$3.0M · 2 participants
CARD, PALMER, SIBBISON & CO.
CARD, PALMER, SIBBISON & CO. 401(K) TRUST AND PLAN
$3.0M · 19 participants
WEINSTEIN & WOHLAFKA, CPAS, P.C.
WEINSTEIN & WOHLAFKA, CPA, P.C. 401(K) PROFIT SHARING PLAN
$3.0M · 11 participants
PRAGUE & COMPANY, P.C.
PRAGUE & COMPANY, P.C. 401(K) RETIREMENT PLAN
$3.0M · 16 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B