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Original filing (PDF)20251014183139NAL0001760547001
OCONNOR CONSTRUCTION MANAGEMENT
Form 5500
FILING_RECEIVED
O'CONNOR CONSTRUCTION MANAGEMENT INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
156
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCONNOR CONSTRUCTION MANAGEMENT.
Plan sponsor
Name
OCONNOR CONSTRUCTION MANAGEMENT
EIN
33-0160220
Address
8851 RESEARCH DRIVE · IRVINE, CA · 92618
Phone
(949) 476-2094
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GENSKE, MULDER & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $9.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$8.6M
25 holdings
Common Collective Trust
$829K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $1.9M | 19.6% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $1.3M | 13.3% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $1.2M | 12.6% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $1.1M | 11.5% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $829K | 8.7% | |
| STATE ST TARGET RET 2020 R3 | Registered Investment Companies | — | — | $532K | 5.6% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $508K | 5.3% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $356K | 3.7% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $271K | 2.8% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $186K | 2.0% | |
| STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $165K | 1.7% | |
| STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $158K | 1.7% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $137K | 1.4% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $135K | 1.4% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $128K | 1.3% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $116K | 1.2% | |
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $100K | 1.0% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $84K | 0.9% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $82K | 0.9% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $47K | 0.5% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $39K | 0.4% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $38K | 0.4% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $36K | 0.4% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $22K | 0.2% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $22K | 0.2% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $19K | 0.2% |