Original filing (PDF)20251008132845NAL0005616673001

O'BRIEN, Belland & Bushnisky LLC

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

Form 5500-SF

FILING_RECEIVED

O'BRIEN, Belland & Bushinsky LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · O'BRIEN, Belland & Bushnisky LLC's O'BRIEN, Belland & Bushinsky LLC 401(k) Profit Sharing Plan & Trust held $4.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

O'BRIEN, BELLAND & BUSHNISKY LLC

EIN

37-1467056all filings

Address

509 S LENOLA RD BUILDING 6 · MOORESTOWN, NJ · 08057

Phone

(856) 795-2181

Industry