How big is O Connell Financial Group Inc.'s plan?

O Connell Financial Group Inc.'s plan reported $2.8M in assets and 38 participants for 2025.

Original filing (PDF)20260414100806NAL0015711041001

O Connell Financial Group Inc.

Name: O Connell Financial Group Inc. — O Connell Financial, Form 5500 (2025)
Creator: O Connell Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O Connell Financial Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · O Connell Financial Group Inc.'s O Connell Financial Group Inc. 401(k) Profit Sharing Plan & Trust held $2.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Rachel Napier signed O Connell Financial Group Inc.'s 2025 Form 5500 as plan administrator.

Rachel Napier — 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

O Connell Financial Group Inc.'s EIN is 46-5277584.

EIN 46-5277584

Plan number 001

Plan year 2025

ACK ID 20260414100806NAL0015711041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O Connell Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O Connell Financial Group Inc.'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 O CONNELL FINANCIAL GROUP INC.

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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

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

O CONNELL FINANCIAL GROUP INC

EIN

all filings

Address

1511 N WEST SHORE BLVD STE 800 · TAMPA, FL · 336074553

Phone

(813) 426-1010

Industry

Finance & Insurance

Plan administrator