How big is O'CONNOR Financial Group LLC's plan?

O'CONNOR Financial Group LLC's plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250423092802NAL0012877346001

O'CONNOR Financial Group LLC

Name: O'CONNOR Financial Group LLC — O'CONNOR 401(k), Form 5500 (2024)
Creator: O'CONNOR Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR 401(k)

401(k) retirement plan · O'CONNOR Financial Group LLC's O'CONNOR 401(k) held $2.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Kelly Durante signed O'CONNOR Financial Group LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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'CONNOR Financial Group LLC's EIN is 20-2911209.

EIN 20-2911209

Plan number 001

Plan year 2024

ACK ID 20250423092802NAL0012877346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'CONNOR FINANCIAL 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