How big is The O'CONNOR Partnership LLC's plan?

The O'CONNOR Partnership LLC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250605070030NAL0008332147001

The O'CONNOR Partnership LLC

Name: The O'CONNOR Partnership LLC — O'CONNOR Partners, Form 5500 (2024)
Creator: The O'CONNOR Partnership LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR Partners 401(k) Plan

401(k) retirement plan · The O'CONNOR Partnership LLC's O'CONNOR Partners 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

MARC Berman signed The O'CONNOR Partnership LLC's 2024 Form 5500 as plan administrator.

MARC Berman — 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

The O'CONNOR Partnership LLC's EIN is 36-3704975.

EIN 36-3704975

Plan number 001

Plan year 2024

ACK ID 20250605070030NAL0008332147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The O'CONNOR Partnership LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The O'CONNOR Partnership LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE O'CONNOR PARTNERSHIP LLC.

Finding similar companies…

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 (86th percentile).

Plan sponsor

Name

THE O'CONNOR PARTNERSHIP LLC

EIN

all filings

Address

1 PIERCE PLACE · SUITE 225W · ITASCA, IL · 60143

Phone

(312) 542-8930

Industry

Finance & Insurance

Plan administrator