Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBISON, CURPHEY & O'CONNELL, LLC
EIN 34-4437851legal servicesLatest filing 2025
Plans
2
Retirement
2
$20.8M assets
Welfare
0
Participants
71
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.8M assets / 71 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN
401k
Assets$20.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBISON, CURPHEY & O'CONNELL ASSOCIATES' 401(K) PLAN
401k
Assets$65K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBISON, CURPHEY & O'CONNELL 401(K) PROFIT SHARING PLAN | 401k | $20.8M | 62 | 2025 | |
| 002 | ROBISON, CURPHEY & O'CONNELL ASSOCIATES' 401(K) PLAN | 401k | $65K | 9 | 2025 |
Retirement plans