How big is Flaherty & O'HARA, P.C.'s plan?

Flaherty & O'HARA, P.C.'s plan reported $6.9M in assets and 58 participants for 2024.

Original filing (PDF)20250923110638NAL0007895395001

Flaherty & O'HARA, P.C.

Name: Flaherty & O'HARA, P.C. — Flaherty & O'HARA Profit, Form 5500 (2024)
Creator: Flaherty & O'HARA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flaherty & O'HARA Profit Sharing 401(k) Plan

401(k) retirement plan · Flaherty & O'HARA, P.C.'s Flaherty & O'HARA Profit Sharing 401(k) Plan held $6.9M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Flaherty & O'HARA, P.C.'s EIN is 25-1877721.

EIN 25-1877721

Plan number 001

Plan year 2024

ACK ID 20250923110638NAL0007895395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flaherty & O'HARA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flaherty & O'HARA, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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