· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERRILL O'SULLIVAN LLP — MERRILL O'SULLIVAN LLP 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241004130541NAL0006716275001
MERRILL O'SULLIVAN LLP
Form 5500-SF
FILING_RECEIVED
MERRILL O'SULLIVAN LLP 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERRILL O'SULLIVAN LLP
.
Find decision makers
Plan sponsor
Name
MERRILL O'SULLIVAN LLP
EIN
93-1020569
Address
805 SW INDUSTRIAL WAY STE 5 · BEND, OR · 97702
Phone
(541) 389-1770
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HAIGHT LAW GROUP, PC
HAIGHT LAW GROUP, PC 401(K) PLAN
$1.1M · 6 participants
THE LAW OFFICES OF MARK H. RUFF,
MARK H RUFF 401K PLAN
$1.1M · 5 participants
LAW OFFICES OF NATHAN D MCMURR
LAW OFFICES OF NATHAN D MCMURR 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 5 participants
FREEDMAN LAW FIRM RETIREMENT PLAN
FREEDMAN LAW FIRM RETIREMENT PLAN
$1.1M · 2 participants
GREGORY R GIOMETTI & ASSOCIATE
GREGORY R GIOMETTI & ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 7 participants
JDKATZ PC
JDKATZ PC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 2 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
