How big is Otoole Rogers LLP's plan?

Otoole Rogers LLP's plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20250725170634NAL0006871489001

Otoole Rogers LLP

Name: Otoole Rogers LLP — Otoole Rogers LLP 401(k) Plan, Form 5500 (2024)
Creator: Otoole Rogers LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otoole Rogers LLP 401(k) Plan

401(k) retirement plan · Otoole Rogers LLP's Otoole Rogers LLP 401(k) Plan held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Andrea O'TOOLE signed Otoole Rogers LLP's 2024 Form 5500 as plan administrator.

Andrea O'TOOLE — 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

Otoole Rogers LLP's EIN is 87-2076070.

EIN 87-2076070

Plan number 001

Plan year 2024

ACK ID 20250725170634NAL0006871489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Otoole Rogers LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Otoole Rogers LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTOOLE ROGERS LLP.

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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

Knocking points off