· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OBRIEN LAW,PLLC — O'BRIEN LAW,PLLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930083402NAL0016213347001
OBRIEN LAW,PLLC
Form 5500-SF
FILING_RECEIVED
O'BRIEN LAW,PLLC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
OBRIEN LAW,PLLC
.
Find decision makers
Plan sponsor
Name
OBRIEN LAW,PLLC
EIN
83-2649123
Address
202 WEST CENTER STREET · MANCHESTER, CT · 06040
Phone
(860) 646-3500
Industry
Law Offices
· 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
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
MICHAEL J. ROMANO
MICHAEL J. ROMANO CASH BALANCE PENSION PLAN
$1.7M · 3 participants
THE VINCENT E BONAZZOLI LAW FIRM
THE VINCENT E BONAZZOLI LAW FIRM 401 K PROFIT SHARING PLAN TRUST
$1.7M · 12 participants
OWENBY LAW, P.A.
OWENBY LAW, P.A.
$1.7M · 24 participants
MURRAY OSORIO, PLLC
MURRAY OSORIO, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.7M · 73 participants
DAN CHAPMAN & ASSOCIATES, LLC
DAN CHAPMAN & ASSOCIATES, LLC CASH BALANCE PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 6 participants
BRAY & REED LTD
BRAY & REED LTD 401(K)
$1.7M · 4 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B