Original filing (PDF)20260109010722NAL0012914210001

SIANA CARR O'CONNOR & LYNAM, LLP

Name: SIANA CARR O'CONNOR & LYNAM, LLP — SIANA CARR O'CONNOR & LYNAM 401(K) PLAN, Form 5500 (2024)
Creator: SIANA CARR O'CONNOR & LYNAM, LLP

Form 5500-SF

FILING_RECEIVED

SIANA CARR O'CONNOR & LYNAM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 SIANA CARR O'CONNOR & LYNAM, LLP.

Plan sponsor

Name

SIANA CARR O'CONNOR & LYNAM, LLP

EIN

23-1420296

Address

1500 EAST LANCASTER AVENUE · SUITE 202 · PAOLI, PA · 19301

Phone

(610) 296-4200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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