How big is The O'BRIEN Group, LLC's plan?

The O'BRIEN Group, LLC's plan reported $612K in assets and 2 participants for 2024.

Original filing (PDF)20250609094652NAL0013910721002

The O'BRIEN Group, LLC

Name: The O'BRIEN Group, LLC — The O'BRIEN Group LLC, Form 5500 (2024)
Creator: The O'BRIEN Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The O'BRIEN Group LLC Retirement Plan

401(k) retirement plan · The O'BRIEN Group, LLC's The O'BRIEN Group LLC Retirement Plan held $612K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

People on this filing

Shanna O'BRIEN signed The O'BRIEN Group, LLC's 2024 Form 5500 as plan administrator.

Shanna O'BRIEN — 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

The O'BRIEN Group, LLC's EIN is 20-0459176.

EIN 20-0459176

Plan number 001

Plan year 2024

ACK ID 20250609094652NAL0013910721002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The O'BRIEN Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The O'BRIEN Group, LLC's plan includes profit-sharing, a 401(k) feature, 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 THE O'BRIEN GROUP, LLC.

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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