Original filing (PDF)20240903161010NAL0041786418001

OCONNELL FINANCIAL SERVICES, LLC

Name: OCONNELL FINANCIAL SERVICES, LLC — O'CONNELL FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2023)
Creator: OCONNELL FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

O'CONNELL FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCONNELL FINANCIAL SERVICES, LLC.

Plan sponsor

Name

OCONNELL FINANCIAL SERVICES, LLC

EIN