Original filing (PDF)20251010194457NAL0004886723001

O'CONNOR, ACCIANI AND LEVY CO., LPA

Name: O'CONNOR, ACCIANI AND LEVY CO., LPA — O'CONNOR, ACCIANI AND LEVY CO., LPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: O'CONNOR, ACCIANI AND LEVY CO., LPA

Form 5500

FILING_RECEIVED

O'CONNOR, ACCIANI AND LEVY CO., LPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'CONNOR, ACCIANI AND LEVY CO., LPA.

Plan sponsor

Name

O'CONNOR, ACCIANI AND LEVY CO., LPA

EIN

59-3777259

Address

600 VINE STREET, SUITE 1600 · CINCINNATI, OH · 45202

Phone

(513) 241-7111

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	RECORDKEEPER	$13K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LATITUDE SERVICE COMPANY INC	—	PLYMOUTH, IN	THIRD PARTY ADMINISTRATO	$0	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

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.