How big is Winters Salzetta O'BRIEN & Richardson, LLC's plan?

Winters Salzetta O'BRIEN & Richardson, LLC's plan reported $2.7M in assets and 8 participants for 2025.

Original filing (PDF)20260520093233NAL0001465649001

Winters Salzetta O'BRIEN & Richardson, LLC

Name: Winters Salzetta O'BRIEN & Richardson, LLC — Form 5500 Plan 002 (2025)
Creator: Winters Salzetta O'BRIEN & Richardson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winters, Salzetta, O'BRIEN, & Richardson 401(k) Plan

401(k) retirement plan · Winters Salzetta O'BRIEN & Richardson, LLC's Winters, Salzetta, O'BRIEN, & Richardson 401(k) Plan held $2.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Dan O'BRIEN signed Winters Salzetta O'BRIEN & Richardson, LLC's 2025 Form 5500 as plan administrator.

Dan O'BRIEN — 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

Winters Salzetta O'BRIEN & Richardson, LLC's EIN is 36-4169291.

EIN 36-4169291

Plan number 002

Plan year 2025

ACK ID 20260520093233NAL0001465649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winters Salzetta O'BRIEN & Richardson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winters Salzetta O'BRIEN & Richardson, 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 WINTERS SALZETTA O'BRIEN & RICHARDSON, 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