Original filing (PDF)20251013154929NAL0000795971003

O'BRIEN/ATKINS ASSOCIATES, P.A.

Name: O'BRIEN/ATKINS ASSOCIATES, P.A. — O'BRIEN/ATKINS ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: O'BRIEN/ATKINS ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

O'BRIEN/ATKINS ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

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 (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

O'BRIEN/ATKINS ASSOCIATES, P.A.

EIN

56-1215013

Address

P.O. BOX 12037 · RTP, NC · 277092037

Phone

(919) 941-9000

Industry