How big is Eckersley Ocallaghan & Partner's plan?

Eckersley Ocallaghan & Partner's plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250710060852NAL0014482610001

Eckersley Ocallaghan & Partner

Name: Eckersley Ocallaghan & Partner — Eckersley Ocallagha, Form 5500 (2024)
Creator: Eckersley Ocallaghan & Partner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eckersley Ocallaghan & Partner 401(k) Plan

401(k) retirement plan · Eckersley Ocallaghan & Partner's Eckersley Ocallaghan & Partner 401(k) Plan held $2.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Alayne Kaethler signed Eckersley Ocallaghan & Partner's 2024 Form 5500 as plan administrator.

Alayne Kaethler — 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

Eckersley Ocallaghan & Partner's EIN is 45-2276684.

EIN 45-2276684

Plan number 001

Plan year 2024

ACK ID 20250710060852NAL0014482610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eckersley Ocallaghan & Partner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eckersley Ocallaghan & Partner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECKERSLEY OCALLAGHAN & PARTNER.

Finding similar companies…

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 (96th percentile).

Plan sponsor

Name

ECKERSLEY OCALLAGHAN & PARTNER

EIN

all filings

Address

11 BROADWAY · STE 457 · NEW YORK, NY · 10004

Phone

(646) 756-4731

Industry

Other Services (ex. Public Admin)

Plan administrator