How big is O'CONNOR, Wells & Vander Werff, LLC's plan?

O'CONNOR, Wells & Vander Werff, LLC's plan reported $8.7M in assets and 21 participants for 2025.

Original filing (PDF)20260521180115NAL0002813619001

O'CONNOR, Wells & Vander Werff, LLC

Name: O'CONNOR, Wells & Vander Werff, LLC — O'CONNOR, Form 5500 (2025)
Creator: O'CONNOR, Wells & Vander Werff, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR, Wells, & Vander Werff, LLC 401(k) Plan

401(k) retirement plan · O'CONNOR, Wells & Vander Werff, LLC's O'CONNOR, Wells, & Vander Werff, LLC 401(k) Plan held $8.7M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Rosalynn Ritschard signed O'CONNOR, Wells & Vander Werff, LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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, Wells & Vander Werff, LLC's EIN is 39-1742997.

EIN 39-1742997

Plan number 001

Plan year 2025

ACK ID 20260521180115NAL0002813619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'CONNOR, Wells & Vander Werff, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'CONNOR, Wells & Vander Werff, LLC'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, WELLS & VANDER WERFF, 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