How big is Orourke Agency, Inc.'s plan?

Orourke Agency, Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251015161212NAL0010235410001

Orourke Agency, Inc.

Name: Orourke Agency, Inc. — O'ROURKE Agency, Inc., Form 5500 (2024)
Creator: Orourke Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'ROURKE Agency, Inc. Retirement Plan

401(k) retirement plan · Orourke Agency, Inc.'s O'ROURKE Agency, Inc. Retirement Plan held $1.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Richard Tatum signed Orourke Agency, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Orourke Agency, Inc.'s EIN is 41-1226320.

EIN 41-1226320

Plan number 002

Plan year 2024

ACK ID 20251015161212NAL0010235410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orourke Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OROURKE AGENCY, INC..

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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

Knocking points off