How big is Obrien Group LLC's plan?

Obrien Group LLC's plan reported $131K in assets and 2 participants for 2022.

Original filing (PDF)20230920141549NAL0001215907001

Obrien Group LLC

Name: Obrien Group LLC — O'BRIEN Group, LLC 401(k) Profit, Form 5500 (2022)
Creator: Obrien Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Obrien Group LLC's O'BRIEN Group, LLC 401(k) Profit Sharing Plan held $131K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Obrien Group LLC's EIN is 20-8522954.

EIN 20-8522954

Plan number 001

Plan year 2022

ACK ID 20230920141549NAL0001215907001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Obrien Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Obrien Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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