Original filing (PDF)20250723144117NAL0010740210001

OKELLY & OROURKE LLC

Name: OKELLY & OROURKE LLC — O KELLY & O ROURKE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: OKELLY & OROURKE LLC

Form 5500-SF

FILING_RECEIVED

O KELLY & O ROURKE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKELLY & OROURKE LLC.

Plan sponsor

Name

OKELLY & OROURKE LLC

EIN

86-1856699

Address

901 N MARKET ST · STE 1000 · WILMINGTON, DE · 198013070

Phone

(302) 319-5311

Industry