How big is Oboyle Wealth Management's plan?

Oboyle Wealth Management's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250414122425NAL0003364642001

Oboyle Wealth Management

Name: Oboyle Wealth Management — O'BOYLE Wealth Management, Form 5500 (2024)
Creator: Oboyle Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BOYLE Wealth Management ROTH 401(k) & Profit Sharing Plan

401(k) retirement plan · Oboyle Wealth Management's O'BOYLE Wealth Management ROTH 401(k) & Profit Sharing Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Joe O'BOYLE signed Oboyle Wealth Management's 2024 Form 5500 as plan administrator.

Joe O'BOYLE — 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

Oboyle Wealth Management's EIN is 46-2117653.

EIN 46-2117653

Plan number 001

Plan year 2024

ACK ID 20250414122425NAL0003364642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oboyle Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oboyle Wealth Management'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 OBOYLE WEALTH MANAGEMENT.

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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