· 2022–2024 · DOL EFAST2

OCONNELL & RODRIGUEZ FAMILY DE — OCONNELL & RODRIGUEZ FAMILY DE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250626120414NAL0021437282001

OCONNELL & RODRIGUEZ FAMILY DE

Form 5500-SF

FILING_RECEIVED

OCONNELL & RODRIGUEZ FAMILY DE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

11

Accounts w/ balance

11

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCONNELL & RODRIGUEZ FAMILY DE.

Plan sponsor

Name

OCONNELL & RODRIGUEZ FAMILY DE

EIN

92-1492463all filings

Address

254 S MAIN ST · NEW CITY, NY · 109563340

Phone

(845) 638-0900

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHING S. WANG, DDS, MS, INC. DBA BAKERSFIELD ENDODONTIC ASSOCIATES

BAKERSFIELD ENDODONTIC ASSOCIATES 401(K) PLAN

$888K · 1 participants

SMILES FOR A LIFETIME PA

SMILES FOR A LIFETIME 401K PROFIT SHARING PLAN

$888K · 20 participants

THE KIDDS PLACE

THE KIDDS PLACE 401(K) PLAN

$888K · 12 participants

WETHERSFIELD FAMILY DENTAL CENTER, LLC

WETHERSFIELD FAMILY DENTAL CENTER, LLC CASH BALANCE PLAN

$888K · 2 participants

CHINTAN A. PATEL, DMD, PLLC DBA FALLS LAKE DENTAL

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.