· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
O'CONNELL PENSION CONSULTING, INC. — OCONNELL PENSION CONSULTING, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015175358NAL0005304737001
O'CONNELL PENSION CONSULTING, INC.
Form 5500-SF
FILING_RECEIVED
OCONNELL PENSION CONSULTING, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
O'CONNELL PENSION CONSULTING, INC.
.
Find decision makers
Plan sponsor
Name
O'CONNELL PENSION CONSULTING, INC.
EIN
41-2064284
Address
4710 VILLAGE PLAZA LOOP, SUITE 210 · EUGENE, OR · 97401
Phone
(541) 338-7631
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
COLONIAL TITLE
COLONIAL TITLE 401(K) PLAN
$1.1M · 26 participants
PACKER & ASSOCIATES INC
PACKER & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 6 participants
BUCK AGENCY CROP INSURANCE SERVICES, INC.
BUCK AGENCY CROP INSURANCE SERVICES, INC. DEFINED BENEFIT PLAN
$1.1M · 2 participants
ARDEN INSURANCE SERVICES
ARDEN INSURANCE SERVICES 401(K) PLAN
$1.1M · 25 participants
COMES INVESTMENTS, INC.
COMES INVESTMENTS, INC. 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.1M · 120 participants
MILLENNIUM PENSION SERVICES INC.
MILLENNIUM PENSION SERVICES INC. 401(K) PROFIT SHARING PLAN
$1.0M · 8 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
