Original filing (PDF)20251222132211NAL0014225408001

RORY F Oconnor

Name: RORY F Oconnor — RORY F Oconnor 401(k) Plan, Form 5500 (2024)
Creator: RORY F Oconnor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RORY F Oconnor 401(k) Plan

401(k) retirement plan · RORY F Oconnor's RORY F Oconnor 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

RORY O'CONNOR signed RORY F Oconnor's 2024 Form 5500 as plan administrator.

RORY O'CONNOR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RORY F Oconnor's EIN is 99-2348712.

EIN 99-2348712

Plan number 001

Plan year 2024

ACK ID 20251222132211NAL0014225408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RORY F Oconnor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RORY F Oconnor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RORY F OCONNOR

EIN

all filings

Address

127 LOW STREET · NEWBURYPORT, MA · 01950

Phone

(571) 228-2289

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-11-30

Filed

2025-12-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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