Original filing (PDF)20251009150753NAL0007182593001

LILLEY & O'CONNELL, P.A.

Name: LILLEY & O'CONNELL, P.A. — LILLEY & O'CONNELL, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: LILLEY & O'CONNELL, P.A.

Form 5500-SF

FILING_RECEIVED

LILLEY & O'CONNELL, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LILLEY & O'CONNELL, P.A..

Plan sponsor

Name

LILLEY & O'CONNELL, P.A.

EIN

45-3857921all filings

Address

1020 S. MAIN · LAS CRUCES, NM · 88005

Phone

(575) 524-7809

Industry