· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OBRIEN INTEREST, INC. — O'BRIEN INTEREST, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007104715NAL0002594995001
OBRIEN INTEREST, INC.
Form 5500-SF
FILING_RECEIVED
O'BRIEN INTEREST, INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
OBRIEN INTEREST, INC.
.
Find decision makers
Plan sponsor
Name
OBRIEN INTEREST, INC.
EIN
94-2905811
Address
3025 INDEPENDENCE DR, STE. C · LIVERMORE, CA · 94551
Phone
(925) 371-7303
Industry
Real Estate
see 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
344 WEST 45TH STREET CORP.
344 WEST 45TH STREET CORP. INCENTIVE SAVINGS PLAN AND TRUST
$1.9M · 22 participants
GNI PROPERTIES, INC.
GNI PROPERTIES, INC. 401K PLAN
$1.9M · 17 participants
FRONTLINE REAL ESTATE PARTNERS, LLC
FRONTLINE REAL ESTATE PARTNERS, LLC PROFIT SHARING/401(K) PLAN
$1.9M · 11 participants
WESSEX MANAGEMENT LLC.
WESSEX MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 50 participants
TBJ HOLDINGS LLC
TBJ HOLDINGS LLC CASH BALANCE PLAN
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 4 participants
GLENDALE REALTY SERVICES GROUP, LLC
GLENDALE REALTY SERVICES GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 139 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
