How big is Occhiuti & Rohlicek LLP's plan?

Occhiuti & Rohlicek LLP's plan reported $5.8M in assets and 11 participants for 2024.

Original filing (PDF)20250725092229NAL0007165488001

Occhiuti & Rohlicek LLP

Name: Occhiuti & Rohlicek LLP — O & R 401(k) Retirement, Form 5500 (2024)
Creator: Occhiuti & Rohlicek LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O & R 401(k) Retirement Plan

401(k) retirement plan · Occhiuti & Rohlicek LLP's O & R 401(k) Retirement Plan held $5.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

JAN Robin Rohlicek signed Occhiuti & Rohlicek LLP's 2024 Form 5500 as plan administrator.

JAN Robin Rohlicek — 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

Occhiuti & Rohlicek LLP's EIN is 20-8377011.

EIN 20-8377011

Plan number 001

Plan year 2024

ACK ID 20250725092229NAL0007165488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Occhiuti & Rohlicek LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Occhiuti & Rohlicek LLP'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 OCCHIUTI & ROHLICEK LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

OCCHIUTI & ROHLICEK LLP

EIN

all filings

Address

50 CONGRESS STREET, SUITE 1000 · BOSTON, MA · 02109

Phone

(617) 500-2500

Industry

Law Offices· Professional & Technical Services

Plan administrator