Original filing (PDF)20250710060746NAL0008333104001

MICHAEL D. OBRIEN & ASSOCIATES,

Name: MICHAEL D. OBRIEN & ASSOCIATES, — MICHAEL D. O'BRIEN & ASSOCIATES, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL D. OBRIEN & ASSOCIATES,

Form 5500-SF

FILING_RECEIVED

MICHAEL D. O'BRIEN & ASSOCIATES, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL D. OBRIEN & ASSOCIATES,.

Plan sponsor

Name

MICHAEL D. OBRIEN & ASSOCIATES,

EIN

46-4895026

Address

12909 SW 68TH PKWY STE 160 · PORTLAND, OR · 97223

Phone

(503) 706-6319

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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