How big is O'BRIEN Firm PC's plan?

O'BRIEN Firm PC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250714124826NAL0000884483001

O'BRIEN Firm PC

Name: O'BRIEN Firm PC — O'BRIEN Firm PC 401(k) Profit, Form 5500 (2024)
Creator: O'BRIEN Firm PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Firm PC 401(k) Profit Sharing Plan

401(k) retirement plan · O'BRIEN Firm PC's O'BRIEN Firm PC 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

O'BRIEN Firm PC's EIN is 82-3309804.

EIN 82-3309804

Plan number 002

Plan year 2024

ACK ID 20250714124826NAL0000884483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

O'BRIEN Firm PC'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'BRIEN FIRM PC.

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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