How big is O'CONNOR & Highland, LLC's plan?

O'CONNOR & Highland, LLC's plan reported $952K in assets and 2 participants for 2024.

Original filing (PDF)20251001105016NAL0020845442001

O'CONNOR & Highland, LLC

Name: O'CONNOR & Highland, LLC — O'CONNOR & Highland, LLC, Form 5500 (2024)
Creator: O'CONNOR & Highland, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR & Highland, LLC 401(k) Retirement Plan

401(k) retirement plan · O'CONNOR & Highland, LLC's O'CONNOR & Highland, LLC 401(k) Retirement Plan held $952K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

Plan identifiers

O'CONNOR & Highland, LLC's EIN is 81-4572918.

EIN 81-4572918

Plan number 001

Plan year 2024

ACK ID 20251001105016NAL0020845442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'CONNOR & Highland, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR & Highland, LLC'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 O'CONNOR & HIGHLAND, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

O'CONNOR & HIGHLAND, LLC

EIN

all filings

Address

607 BOYLSTON ST., SUITE 500 · BOSTON, MA · 02116

Phone

(617) 901-0790

Industry

Real Estate

Plan administrator