How big is O'BRIEN & Company, LLC's plan?

O'BRIEN & Company, LLC's plan reported $3.4M in assets and 20 participants for 2025.

Original filing (PDF)20260217150017NAL0005819009001

O'BRIEN & Company, LLC

Name: O'BRIEN & Company, LLC — O'BRIEN & Company, LLC, Form 5500 (2025)
Creator: O'BRIEN & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN & Company, LLC 401(k) Plan

401(k) retirement plan · O'BRIEN & Company, LLC's O'BRIEN & Company, LLC 401(k) Plan held $3.4M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Morgan Lee signed O'BRIEN & Company, LLC's 2025 Form 5500 as plan administrator.

Morgan Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

O'BRIEN & Company, LLC's EIN is 65-1313009.

EIN 65-1313009

Plan number 001

Plan year 2025

ACK ID 20260217150017NAL0005819009001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

O'BRIEN & Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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'BRIEN & COMPANY, LLC.

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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