Original filing (PDF)20250923181143NAL0002696835001

O'CONNOR & Roxbrough, Certified Public Accountants, Inc.

Name: O'CONNOR & Roxbrough, Certified Public Accountants, Inc. — Form 5500 Plan 001 (2024)
Creator: O'CONNOR & Roxbrough, Certified Public Accountants, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR & Roxbrough Certified Public Accountants, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · O'CONNOR & Roxbrough, Certified Public Accountants, Inc.'s O'CONNOR & Roxbrough Certified Public Accountants, Inc. 401(k) Profit Sharing Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

O'CONNOR & Roxbrough, Certified Public Accountants, Inc.'s EIN is 77-0316285.

EIN 77-0316285

Plan number 001

Plan year 2024

ACK ID 20250923181143NAL0002696835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'CONNOR & Roxbrough, Certified Public Accountants, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR & Roxbrough, Certified Public Accountants, Inc.'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'CONNOR & ROXBROUGH, CERTIFIED PUBLIC ACCOUNTANTS, 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