How big is O'ROURKE & Moody's plan?

O'ROURKE & Moody's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250731142104NAL0010697730001

O'ROURKE & Moody

Name: O'ROURKE & Moody — O'ROURKE & Moody 401(k) Plan, Form 5500 (2024)
Creator: O'ROURKE & Moody
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'ROURKE & Moody 401(k) Plan

401(k) retirement plan · O'ROURKE & Moody's O'ROURKE & Moody 401(k) Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Marvell Brickhouse signed O'ROURKE & Moody's 2024 Form 5500 as plan administrator.

Marvell Brickhouse — 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'ROURKE & Moody's EIN is 36-3882162.

EIN 36-3882162

Plan number 001

Plan year 2024

ACK ID 20250731142104NAL0010697730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'ROURKE & Moody from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'ROURKE & Moody'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'ROURKE & MOODY.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

O'ROURKE & MOODY

EIN

all filings

Address

10 S. LASALLE STREET · SUITE 2510 · CHICAGO, IL · 60603

Phone

(312) 849-2020

Industry

Law Offices· Professional & Technical Services

Plan administrator