How big is Flanagan, Barone & Obrien, LLC's plan?

Flanagan, Barone & Obrien, LLC's plan reported $3.8M in assets and 24 participants for 2024.

Original filing (PDF)20250627102238NAL0022570434001

Flanagan, Barone & Obrien, LLC

Name: Flanagan, Barone & Obrien, LLC — Flanagan, Barone &, Form 5500 (2024)
Creator: Flanagan, Barone & Obrien, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flanagan, Barone & O'BRIEN, LLC 401(k) Plan

401(k) retirement plan · Flanagan, Barone & Obrien, LLC's Flanagan, Barone & O'BRIEN, LLC 401(k) Plan held $3.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Maureen Roper signed Flanagan, Barone & Obrien, LLC's 2024 Form 5500 as plan administrator.

Maureen Roper — 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

Flanagan, Barone & Obrien, LLC's EIN is 22-2017766.

EIN 22-2017766

Plan number 001

Plan year 2024

ACK ID 20250627102238NAL0022570434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flanagan, Barone & Obrien, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flanagan, Barone & Obrien, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 (85th percentile).

Plan sponsor

Name

FLANAGAN, BARONE & OBRIEN, LLC

EIN

all filings

Address

4 ESSEX AVENUE, SUITE 200 · P.O. BOX 259 · BERNARDSVILLE, NJ · 07924

Phone

(908) 306-6715

Industry

Law Offices· Professional & Technical Services

Plan administrator