How big is O'BRIEN Stuart Eppinger &Collier's plan?

O'BRIEN Stuart Eppinger &Collier's plan reported $1.4M in assets and 3 participants for 2023.

Original filing (PDF)20241011111227NAL0036754928001

O'BRIEN Stuart Eppinger &Collier

Name: O'BRIEN Stuart Eppinger &Collier — O'BRIEN Stuart, Form 5500 (2023)
Creator: O'BRIEN Stuart Eppinger &Collier
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Stuart Eppinger & Collier, LLC

401(k) retirement plan · O'BRIEN Stuart Eppinger &Collier's O'BRIEN Stuart Eppinger & Collier, LLC held $1.4M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Thomas F Collier signed O'BRIEN Stuart Eppinger &Collier's 2023 Form 5500 as plan administrator.

Thomas F Collier — 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

O'BRIEN Stuart Eppinger &Collier's EIN is 26-2443641.

EIN 26-2443641

Plan number 001

Plan year 2023

ACK ID 20241011111227NAL0036754928001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for O'BRIEN Stuart Eppinger &Collier from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

O'BRIEN Stuart Eppinger &Collier's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'BRIEN STUART EPPINGER &COLLIER.

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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