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Original filing (PDF)20251015094947NAL0005709376001
O'CONNELL ROBERTSON, INC.
Form 5500
FILING_RECEIVED
O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
153
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'CONNELL ROBERTSON, INC..
Plan sponsor
Name
O'CONNELL ROBERTSON, INC.
EIN
74-1733108
Address
811 BARTON SPRINGS ROAD, SUITE 900 · AUSTIN, TX · 78704
Phone
(512) 478-7286
Industry
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE & RITTER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities· $16.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America A Mutual fund | — | — | — | $2.6M | 16.3% | |
| American Funds Washington Mutual Investors Fund A Mutual fund | — | — | — | $1.5M | 9.1% | |
| American Funds AMCAP Fund A Mutual fund | — | — | — | $1.5M | 9.0% | |
| American Funds New Perspective Fund A Mutual fund | — | — | — | $1.3M | 7.8% | |
| American Funds American Balanced Fund A Mutual fund | — | — | — | $1.2M | 7.2% | |
| American Funds Investment Company of America Fund A Mutual fund | — | — | — | $1.1M | 6.6% | |
| American Funds 2050 Target Date Retirement Fund A Mutual fund | — | — | — | $815K | 5.0% | |
| American Funds 2045 Target Date Retirement Fund A Mutual fund | — | — | — | $792K | 4.9% | |
| American Funds EUPAC Fund A Mutual fund | — | — | — | $643K | 4.0% | |
| American Funds U.S. Government Money Market Fund R4 Mutual fund | — | — | — | $619K | 3.8% | |
| American Funds 2025 Target Date Retirement Fund A Mutual fund | — | — | — | $569K | 3.5% | |
| American Funds 2055 Target Date Retirement Fund A Mutual fund | — | — | — | $568K | 3.5% | |
| American Funds SMALLCAP World Fund A Mutual fund | — | — | — | $564K | 3.5% | |
| American Funds 2060 Target Date Retirement Fund A Mutual fund | — | — | — | $376K | 2.3% | |
| American Funds The Bond Fund of America A Mutual fund | — | — | — | $374K | 2.3% | |
| American Funds 2030 Target Date Retirement Fund A Mutual fund | — | — | — | $353K | 2.2% | |
| American Funds American High-Income Trust Fund A Mutual fund | — | — | — | $348K | 2.1% | |
| American Funds Capital Income Builder Fund A Mutual fund | — | — | — | $317K | 2.0% | |
| American Funds 2040 Target Date Retirement Fund A Mutual fund | — | — | — | $282K | 1.7% | |
| American Funds 2035 Target Date Retirement Fund A Mutual fund | — | — | — | $199K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund A Mutual fund | — | — | — | $106K | 0.7% | |
| American Funds The New Economy Fund A Mutual fund | — | — | — | $72K | 0.4% | |
| American Funds The Income Fund of America A Mutual fund | — | — | — | $39K | 0.2% | |
| Participant Loans Interest rate: 9.50% - 0 - | — | — | — | $25K | 0.2% | |
| American Funds Capital World Growth and Income Fund A Mutual fund | — | — | — | $20K | 0.1% | |
| American Funds Strategic Bond Fund A Mutual fund | — | — | — | $12K | <0.1% | |
| American Funds Global Balanced Fund A Mutual fund | — | — | — | $7K | <0.1% | |
| American Funds Developing World Growth and Income Fund A Mutual fund | — | — | — | $7K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund A Mutual fund | — | — | — | $6K | <0.1% | |
| American Funds New World Fund A Mutual fund | — | — | — | $4K | <0.1% | |
| American Funds Intermediate Bond Fund of America A Mutual fund | — | — | — | $4K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund A Mutual fund | — | — | — | $2K | <0.1% |
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