How big is Obrien Harris LLC's plan?

Obrien Harris LLC's plan reported $115K in assets for 2024.

Original filing (PDF)20251009160920NAL0003746755001

Obrien Harris LLC

Name: Obrien Harris LLC — O'BRIEN Harris LLC 401(k) Plan, Form 5500 (2024)
Creator: Obrien Harris LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Harris LLC 401(k) Plan

401(k) retirement plan · Obrien Harris LLC's O'BRIEN Harris LLC 401(k) Plan reported $115K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Richard Tatum signed Obrien Harris LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Obrien Harris LLC's EIN is 27-0995108.

EIN 27-0995108

Plan number 001

Plan year 2024

ACK ID 20251009160920NAL0003746755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Obrien Harris LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Obrien Harris LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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