How big is Steve O'CONNOR Inc.'s plan?

Steve O'CONNOR Inc.'s plan reported $95K in assets and 3 participants for 2025.

Original filing (PDF)20260501220456NAL0002520658007

Steve O'CONNOR Inc.

Name: Steve O'CONNOR Inc. — Steve O'CONNOR 401(k) Plan, Form 5500 (2025)
Creator: Steve O'CONNOR Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve O'CONNOR 401(k) Plan

401(k) retirement plan · Steve O'CONNOR Inc.'s Steve O'CONNOR 401(k) Plan held $95K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

Plan identifiers

Steve O'CONNOR Inc.'s EIN is 20-3280678.

EIN 20-3280678

Plan number 001

Plan year 2025

ACK ID 20260501220456NAL0002520658007

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steve O'CONNOR Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steve O'CONNOR Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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