How big is Simmons-O Brien & Orlinsky, LLC's plan?

Simmons-O Brien & Orlinsky, LLC's plan reported $2.8M in assets and 6 participants for 2024.

Original filing (PDF)20251008110316NAL0003218691001

Simmons-O Brien & Orlinsky, LLC

Name: Simmons-O Brien & Orlinsky, LLC — Simmons-O'BRIEN &, Form 5500 (2024)
Creator: Simmons-O Brien & Orlinsky, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simmons-O'BRIEN & Orlinsky, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Simmons-O Brien & Orlinsky, LLC's Simmons-O'BRIEN & Orlinsky, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Simmons-O Brien & Orlinsky, LLC's EIN is 30-0171993.

EIN 30-0171993

Plan number 001

Plan year 2024

ACK ID 20251008110316NAL0003218691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simmons-O Brien & Orlinsky, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simmons-O Brien & Orlinsky, 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 SIMMONS-O BRIEN & ORLINSKY, 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 (88th percentile).

Plan sponsor

Name

SIMMONS-O BRIEN & ORLINSKY, LLC

EIN

all filings

Address

8320 BELLONA AVE · STE 20 · TOWSON, MD · 212042097

Phone

(410) 821-7546

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator