How big is C.W. O'CONNER Wealth Advisors, Inc.'s plan?

C.W. O'CONNER Wealth Advisors, Inc.'s plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260501161826NAL0000920403001

C.W. O'CONNER Wealth Advisors, Inc.

Name: C.W. O'CONNER Wealth Advisors, Inc. — C.W. O'CONNER, Form 5500 (2025)
Creator: C.W. O'CONNER Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.W. O'CONNER Wealth Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · C.W. O'CONNER Wealth Advisors, Inc.'s C.W. O'CONNER Wealth Advisors, Inc. 401(k) Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

C.W. O'CONNER Wealth Advisors, Inc.'s EIN is 58-2144304.

EIN 58-2144304

Plan number 001

Plan year 2025

ACK ID 20260501161826NAL0000920403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for C.W. O'CONNER Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

C.W. O'CONNER Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.W. O'CONNER WEALTH ADVISORS, INC..

Finding similar companies…

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