How big is O'CONnell Group, LLC's plan?

O'CONnell Group, LLC's plan reported $8.6M in assets and 10 participants for 2025.

Original filing (PDF)20260520120320NAL0001723651001

O'CONnell Group, LLC

Name: O'CONnell Group, LLC — Oconnell Group, LLC 401(k), Form 5500 (2025)
Creator: O'CONnell Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oconnell Group, LLC 401(k) Plan

401(k) retirement plan · O'CONnell Group, LLC's Oconnell Group, LLC 401(k) Plan held $8.6M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

O'CONnell Group, LLC's EIN is 26-3975558.

EIN 26-3975558

Plan number 001

Plan year 2025

ACK ID 20260520120320NAL0001723651001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'CONnell Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'CONnell Group, LLC'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 O'CONNELL GROUP, 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

Helping the score