Original filing (PDF)20251001095223NAL0031340034001

J. O'CONNELL & ASSOCIATES, INC.

Name: J. O'CONNELL & ASSOCIATES, INC. — J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: J. O'CONNELL & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

J. O'CONNELL & ASSOCIATES, INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. O'CONNELL & ASSOCIATES, INC..

Plan sponsor

Name

J. O'CONNELL & ASSOCIATES, INC.

EIN

27-0804179

Address

10646 MAIN ST · CLARENCE, NY · 140311713

Phone

(716) 759-8580

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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