Original filing (PDF)20251002120821NAL0000426177001

OBRIEN GREENE & CO., INC.

Name: OBRIEN GREENE & CO., INC. — O'BRIEN GREENE & CO., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OBRIEN GREENE & CO., INC.

Form 5500-SF

FILING_RECEIVED

O'BRIEN GREENE & CO., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 GREENE & CO., INC..

Plan sponsor

Name

OBRIEN GREENE & CO., INC.

EIN

23-1710893

Address

218 W STATE ST · MEDIA, PA · 190633113

Phone

(610) 891-7880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INVEST NEBRASKA CORPORATION

INVEST NEBRASKA CORPORATION 401(K) PLAN

$1.6M · 7 participants

SPOUTING ROCK ASSET MANAGEMENT, LLC

SPOUTING ROCK ASSET MANAGEMENT, LLC 401(K) PLAN

$1.6M · 32 participants

MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC 401(K) PLAN

$1.6M · 10 participants

CORE FINANCIAL ADVISORS, LLC

CORE FINANCIAL ADVISORS 401(K)PROFIT SHARING PLAN

$1.6M · 5 participants

DAY JAFFE, LLC

DAY JAFFE, LLC 401(K) PLAN