How big is Robison, Curphey & O'CONnell, LLC's plan?

Robison, Curphey & O'CONnell, LLC's plan reported $24.5M in assets and 36 participants for 2024.

Original filing (PDF)20251210104407NAL0005443712001

Robison, Curphey & O'CONnell, LLC

Name: Robison, Curphey & O'CONnell, LLC — Robison, Curphey, Form 5500 (2024)
Creator: Robison, Curphey & O'CONnell, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robison, Curphey & O'CONnell 401(k) Profit Sharing Plan

401(k) retirement plan · Robison, Curphey & O'CONnell, LLC's Robison, Curphey & O'CONnell 401(k) Profit Sharing Plan held $24.5M in plan assets for 36 participants in 2024.

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.5M

Net assets (EOY)

$24.5M

Plan identifiers

Robison, Curphey & O'CONnell, LLC's EIN is 34-4437851.

EIN 34-4437851

Plan number 001

Plan year 2024

ACK ID 20251210104407NAL0005443712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robison, Curphey & O'CONnell, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robison, Curphey & O'CONnell, 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 ROBISON, CURPHEY & O'CONNELL, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.

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 (91st percentile).

Plan sponsor

Name

ROBISON, CURPHEY & O'CONNELL, LLC

EIN

all filings

Address

FOUR SEAGATE, 9TH FLOOR · TOLEDO, OH · 43604

Phone

(419) 249-7900

Industry

Law Offices· Professional & Technical Services

Plan administrator