Scott K Loree signed O'CONNOR, HOSO & Loree, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
O'CONNOR, HOSO & Loree, LLC's EIN is 56-2470951.
Download the official 2025 Form 5500 (PDF) for O'CONNOR, HOSO & Loree, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)O'CONNOR, HOSO & Loree, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
