How big is Southwell & O'ROURKE, P.S.'s plan?

Southwell & O'ROURKE, P.S.'s plan reported $9.9M in assets and 3 participants for 2024.

Original filing (PDF)20250623162133NAL0008847648001

Southwell & O'ROURKE, P.S.

Name: Southwell & O'ROURKE, P.S. — Southwell & O'ROURKE, Form 5500 (2024)
Creator: Southwell & O'ROURKE, P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwell & O'ROURKE, P.S. 401(k) Plan

401(k) retirement plan · Southwell & O'ROURKE, P.S.'s Southwell & O'ROURKE, P.S. 401(k) Plan held $9.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Southwell & O'ROURKE, P.S.'s EIN is 91-0979516.

EIN 91-0979516

Plan number 001

Plan year 2024

ACK ID 20250623162133NAL0008847648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwell & O'ROURKE, P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwell & O'ROURKE, P.S.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWELL & O'ROURKE, P.S..

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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