How big is O'CONNOR Financial Services' plan?

O'CONNOR Financial Services' plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250925085253NAL0007464209001

O'CONNOR Financial Services

Name: O'CONNOR Financial Services — OFS, LLC 401(k) Plan, Form 5500 (2024)
Creator: O'CONNOR Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OFS, LLC 401(k) Plan

401(k) retirement plan · O'CONNOR Financial Services' OFS, LLC 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

TERI O'CONNOR signed O'CONNOR Financial Services' 2024 Form 5500 as plan administrator.

TERI O'CONNOR — 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'CONNOR Financial Services' EIN is 26-3323351.

EIN 26-3323351

Plan number 001

Plan year 2024

ACK ID 20250925085253NAL0007464209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR Financial Services' 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 O'CONNOR FINANCIAL SERVICES.

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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