How big is O'CARroll & Associates, LLC's plan?

O'CARroll & Associates, LLC's plan reported $4.6M in assets and 5 participants for 2024.

Original filing (PDF)20250728155553NAL0003843938001

O'CARroll & Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

O'CARroll & Associates, LLC 401(k) Plan

401(k) retirement plan · O'CARroll & Associates, LLC's O'CARroll & Associates, LLC 401(k) Plan held $4.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Daniel O'CARroll signed O'CARroll & Associates, LLC's 2024 Form 5500 as plan administrator.

Daniel O'CARroll — 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

O'CARroll & Associates, LLC's EIN is 36-3242967.

EIN 36-3242967

Plan number 001

Plan year 2024

ACK ID 20250728155553NAL0003843938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

O'CARroll & Associates, 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 O'CARROLL & ASSOCIATES, 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

O'CARROLL & ASSOCIATES, LLC

EIN

all filings

Address

22W654 BUTTERFIELD ROAD · GLEN ELLYN, IL · 60137

Phone

(630) 790-4442

Industry

Health Care & Social Assistance

Plan administrator