How big is HOAG & O'CONNOR's plan?

HOAG & O'CONNOR's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250624101005NAL0009737168001

HOAG & O'CONNOR

Name: HOAG & O'CONNOR — HOAG & O'CONNOR 401(k) Plan, Form 5500 (2024)
Creator: HOAG & O'CONNOR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOAG & O'CONNOR 401(k) Plan

401(k) retirement plan · HOAG & O'CONNOR's HOAG & O'CONNOR 401(k) Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Maureen Matthews BEAL signed HOAG & O'CONNOR's 2024 Form 5500 as plan administrator.

Maureen Matthews BEAL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HOAG & O'CONNOR's EIN is 83-0874441.

EIN 83-0874441

Plan number 001

Plan year 2024

ACK ID 20250624101005NAL0009737168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HOAG & O'CONNOR's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 HOAG & O'CONNOR.

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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