P 401(k) Plan Report

Stable plan record

O'CONNOR FINANCIAL GROUP LLC 401(K) PLAN

Sponsored by OCONNOR FINANCIAL GROUP LLC · EIN/PN 202911209-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$40,559
Administrative cost per participant
2025
$94
Active participants
2025
5
Total plan assets
2025
$3,092,000
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260626163031NAL00169384180015$40,559
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.