How big is O'FRIA LLC's plan?

O'FRIA LLC's plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260518062249NAL0011205201001

O'FRIA LLC

Name: O'FRIA LLC — O'FRIA LLC 401(k) Plan, Form 5500 (2025)
Creator: O'FRIA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'FRIA LLC 401(k) Plan

401(k) retirement plan · O'FRIA LLC's O'FRIA LLC 401(k) Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Carl O'FRIA Jr. signed O'FRIA LLC's 2025 Form 5500 as plan administrator.

Carl O'FRIA Jr. — 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

O'FRIA LLC's EIN is 84-3645225.

EIN 84-3645225

Plan number 001

Plan year 2025

ACK ID 20260518062249NAL0011205201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'FRIA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'FRIA LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

O'FRIA LLC

EIN

all filings

Address

1000 GERMANTOWN PIKE, K3 · PLYMOUTH MEETING, PA · 19462

Phone

(610) 272-3200

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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