How big is Oconnor and Company, LLC's plan?

Oconnor and Company, LLC's plan reported $435K in assets and 4 participants for 2024.

Original filing (PDF)20250710153832NAL0003608323001

Oconnor and Company, LLC

Name: Oconnor and Company, LLC — Oconnor and Company, LLC, Form 5500 (2024)
Creator: Oconnor and Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oconnor and Company, LLC Profit Sharing Plan and Trust

401(k) retirement plan · Oconnor and Company, LLC's Oconnor and Company, LLC Profit Sharing Plan and Trust held $435K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

Plan identifiers

Oconnor and Company, LLC's EIN is 26-3851711.

EIN 26-3851711

Plan number 002

Plan year 2024

ACK ID 20250710153832NAL0003608323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oconnor and Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oconnor and Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCONNOR AND COMPANY, LLC.

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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

Knocking points off