· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FARREL SMITH OCONNELL AARSHEIM APRANS LLP — FARRELL SMITH O'CONNELL AARSHEIM APRANS LLP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015064344NAL0008355826001
FARREL SMITH OCONNELL AARSHEIM APRANS LLP
Form 5500-SF
FILING_RECEIVED
FARRELL SMITH O'CONNELL AARSHEIM APRANS LLP
401(k) retirement plan
Active participants
13
Accounts w/ balance
8
Plan assets (EOY)
$227K
Net assets (EOY)
$227K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FARREL SMITH OCONNELL AARSHEIM APRANS LLP
.
Find decision makers
Plan sponsor
Name
FARREL SMITH OCONNELL AARSHEIM APRANS LLP
EIN
82-3109723
Address
27 CONGRESS STREET, SUITE 508 · SALEM, MA · 01970
Phone
(978) 744-8918
Industry
Professional & Technical Services
see 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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
AURIT CENTER FOR MEDIATION LLC
AURIT CENTER FOR MEDIATION 401(K) PLAN
$227K · 7 participants
TEAM TITLE SERVICES, LLC
TEAM TITLE SERVICES, LLC 401(K) PLAN
$227K · 10 participants
KING AND WOOD INC.
KING AND WOOD INC.401K PROFIT SHARING PLAN AND TRUST
$227K · 2 participants
CROSLEY LAW OFFICES, LLC
CROSLEY LAW OFFICES, LLC 401(K) PLAN
$228K · 7 participants
P & G REPORTING LLC
P & G REPORTING LLC 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$226K · 3 participants
ASIAN PACIFIC AMERICAN LEGAL RES
ASIAN PACIFIC AMERICAN LEGAL RESOURCE CENTER
$226K · 5 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B