How big is Gettleson, Witzer & O'CONNOR's plan?

Gettleson, Witzer & O'CONNOR's plan reported $6.0M in assets and 43 participants for 2024.

Original filing (PDF)20250712102708NAL0006933761001

Gettleson, Witzer & O'CONNOR

Name: Gettleson, Witzer & O'CONNOR — Gettleson, Witzer &, Form 5500 (2024)
Creator: Gettleson, Witzer & O'CONNOR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gettleson, Witzer & O'CONNOR 401(k) Profit Sharing Plan

401(k) retirement plan · Gettleson, Witzer & O'CONNOR's Gettleson, Witzer & O'CONNOR 401(k) Profit Sharing Plan held $6.0M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Gettleson, Witzer & O'CONNOR's EIN is 95-4802807.

EIN 95-4802807

Plan number 001

Plan year 2024

ACK ID 20250712102708NAL0006933761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gettleson, Witzer & O'CONNOR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GETTLESON, WITZER & O'CONNOR.

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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

Knocking points off