How big is O'BRIEN Realty Advisors, LLC's plan?

O'BRIEN Realty Advisors, LLC's plan reported $1.4M in assets and 25 participants for 2024.

Original filing (PDF)20250728123039NAL0000877283001

O'BRIEN Realty Advisors, LLC

Name: O'BRIEN Realty Advisors, LLC — O'BRIEN Realty, Form 5500 (2024)
Creator: O'BRIEN Realty Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Realty Advisors 401(k) Plan

401(k) retirement plan · O'BRIEN Realty Advisors, LLC's O'BRIEN Realty Advisors 401(k) Plan held $1.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

O'BRIEN Realty Advisors, LLC's EIN is 20-8720020.

EIN 20-8720020

Plan number 001

Plan year 2024

ACK ID 20250728123039NAL0000877283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'BRIEN Realty Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'BRIEN Realty Advisors, LLC'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 O'BRIEN REALTY ADVISORS, LLC.

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Plan health score

Above-average plan

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

Knocking points off