How big is O'CONnell & Lawrence, Inc.'s plan?

O'CONnell & Lawrence, Inc.'s plan reported $12.8M in assets and 83 participants for 2025.

Original filing (PDF)20260519080320NAL0000461027001

O'CONnell & Lawrence, Inc.

Name: O'CONnell & Lawrence, Inc. — O'CONnell & Lawrence, Form 5500 (2025)
Creator: O'CONnell & Lawrence, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONnell & Lawrence, Inc. Employees 401(k) Plan & Trust

401(k) retirement plan · O'CONnell & Lawrence, Inc.'s O'CONnell & Lawrence, Inc. Employees 401(k) Plan & Trust held $12.8M in plan assets for 83 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan identifiers

O'CONnell & Lawrence, Inc.'s EIN is 52-1863476.

EIN 52-1863476

Plan number 001

Plan year 2025

ACK ID 20260519080320NAL0000461027001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'CONnell & Lawrence, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'CONnell & Lawrence, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 & LAWRENCE, INC..

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Plan health score

Above-average plan

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

Knocking points off