How big is Roy O'BRIEN, Inc.'s plan?

Roy O'BRIEN, Inc.'s plan reported $7.8M in assets and 56 participants for 2024.

Original filing (PDF)20250721182823NAL0001895089001

Roy O'BRIEN, Inc.

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

Form 5500-SF

FILING_RECEIVED

Roy O'BRIEN, Inc. 401(k) Plan 002

401(k) retirement plan · Roy O'BRIEN, Inc.'s Roy O'BRIEN, Inc. 401(k) Plan 002 held $7.8M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Roy O'BRIEN, Inc.'s EIN is 38-1241601.

EIN 38-1241601

Plan number 002

Plan year 2024

ACK ID 20250721182823NAL0001895089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roy O'BRIEN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roy O'BRIEN, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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