How big is O' Connor and Associates Ltd.'s plan?

O' Connor and Associates Ltd.'s plan reported $3.8M in assets and 20 participants for 2024.

Original filing (PDF)20250904164355NAL0010151891001

O' Connor and Associates Ltd.

Name: O' Connor and Associates Ltd. — OCA 401(k) Profit, Form 5500 (2024)
Creator: O' Connor and Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OCA 401(k) Profit Sharing Plan

401(k) retirement plan · O' Connor and Associates Ltd.'s OCA 401(k) Profit Sharing Plan held $3.8M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Miranda Wisniach for TRPC signed O' Connor and Associates Ltd.'s 2024 Form 5500 as plan administrator.

Miranda Wisniach for TRPC — 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' Connor and Associates Ltd.'s EIN is 36-3862326.

EIN 36-3862326

Plan number 001

Plan year 2024

ACK ID 20250904164355NAL0010151891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O' Connor and Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O' Connor and Associates Ltd.'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' CONNOR AND ASSOCIATES LTD.

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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