Original filing (PDF)20230920141549NAL0001215907001

OBRIEN GROUP LLC

Name: OBRIEN GROUP LLC — O'BRIEN GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: OBRIEN GROUP LLC

Form 5500-SF

FILING_RECEIVED

O'BRIEN GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBRIEN GROUP LLC.

Plan sponsor

Name

OBRIEN GROUP LLC

EIN

20-8522954

Address

PO BOX 3265 · CRESTED BUTTE, CO · 81224

Phone

(720) 934-6597

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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