How big is The O'CONNOR Group's plan?

The O'CONNOR Group's plan reported $3.1M in assets and 43 participants for 2024.

Original filing (PDF)20250617113904NAL0001785073001

The O'CONNOR Group

Name: The O'CONNOR Group — Tocgrp 401(k) Plan, Form 5500 (2024)
Creator: The O'CONNOR Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tocgrp 401(k) Plan

401(k) retirement plan · The O'CONNOR Group's Tocgrp 401(k) Plan held $3.1M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

The O'CONNOR Group's EIN is 26-2214722.

EIN 26-2214722

Plan number 001

Plan year 2024

ACK ID 20250617113904NAL0001785073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The O'CONNOR Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The O'CONNOR Group'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 THE O'CONNOR GROUP.

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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.

Plan sponsor

Name

THE O'CONNOR GROUP

EIN

all filings

Address

3700 HORIZON DRIVE - SUITE 100 · KING OF PRUSSIA, PA · 19406

Phone

(484) 904-7500

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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