· 2022–2024 · DOL EFAST2

Oconnell & Rodriguez Family de — Oconnell &, Form 5500 (2025)

Original filing (PDF)20260710151326NAL0001539569001

Oconnell & Rodriguez Family de

Form 5500-SF

FILING_RECEIVED

Oconnell & Rodriguez Family de 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Oconnell & Rodriguez Family de's Oconnell & Rodriguez Family de 401(k) Profit Sharing Plan & Trust held $869K in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

11

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

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

87

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 Assistance

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

2026-07-10

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

Ricky N. TIN, DDS, a Professional Corporation

Retirement Income Security Plan-Villa Vista Dental

$869K · 14 participants

Glendale Dental Associates PLLC

Glendale Dental Associates PLLC 401(k) Profit Sharing Plan

$869K · 7 participants

Kristian Cabugao, D.D.S., a Professional Dental Corporation

Kristian Cabugao, D.D.S., a Professional Dental Corporation Cash Balance Plan

$869K · 14 participants

Amalia S. OSMA Dental Corporation

Amalia S. OSMA Dental Corporation 401(k) Plan

$869K · 5 participants

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