How big is William Obrien Jr. LLC's plan?

William Obrien Jr. LLC's plan reported $77K in assets and 2 participants for 2024.

Original filing (PDF)20250417114237NAL0000528563001

William Obrien Jr. LLC

Name: William Obrien Jr. LLC — William Obrien Jr. LLC, Form 5500 (2024)
Creator: William Obrien Jr. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Obrien Jr. LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William Obrien Jr. LLC's William Obrien Jr. LLC 401(k) Profit Sharing Plan & Trust held $77K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Edward Rojas signed William Obrien Jr. LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

William Obrien Jr. LLC's EIN is 27-1972585.

EIN 27-1972585

Plan number 001

Plan year 2024

ACK ID 20250417114237NAL0000528563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Obrien Jr. 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 WILLIAM OBRIEN JR 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WILLIAM OBRIEN JR LLC

EIN

all filings

Address

188 PROSPECT ST UNIT 5 · CAMBRIDGE, MA · 021391986

Phone

(617) 710-8039

Industry

Professional & Technical Services

Plan administrator