Sponsor portfolio
O'CONNOR, HOSO & LOREE, LLC
EIN 56-2470951Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
Participants
13
8700 E. MARKET ST., SUITE 1 - WARREN, OH 44484330-856-9222
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
O'CONNOR, HOSO & LOREE, LLC 401(K) RETIREMENT PLAN
401k
Assets$7.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O CONNOR HOSO AND LOREE LLC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O'CONNOR, HOSO & LOREE, LLC 401(K) RETIREMENT PLAN | 401k | $7.5M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O CONNOR HOSO AND LOREE LLC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans