How big is O'BRIEN Wealth Partners LLC's plan?

O'BRIEN Wealth Partners LLC's plan reported $3.7M in assets and 13 participants for 2024.

Original filing (PDF)20250701085152NAL0006923747001

O'BRIEN Wealth Partners LLC

Name: O'BRIEN Wealth Partners LLC — O'BRIEN Wealth, Form 5500 (2024)
Creator: O'BRIEN Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Wealth Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · O'BRIEN Wealth Partners LLC's O'BRIEN Wealth Partners LLC 401(k) Profit Sharing Plan held $3.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

O'BRIEN Wealth Partners LLC's EIN is 82-1918987.

EIN 82-1918987

Plan number 001

Plan year 2024

ACK ID 20250701085152NAL0006923747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'BRIEN Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'BRIEN Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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'BRIEN WEALTH PARTNERS 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