Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
O'CONNOR & PARTNERS PLLC
EIN 83-0624521law practiceLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
35
255 WALL STREET - KINGSTON, NY 12401845-303-8777oconnorpersonalinjury.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 35 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
O'CONNOR & PARTNERS PLLC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$5.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
O'CONNOR & PARTNERS PLLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants17
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 | O'CONNOR & PARTNERS PLLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $5.4M | 18 | 2024 | |
| 002 | O'CONNOR & PARTNERS PLLC CASH BALANCE PLAN | CashBalance | $1.8M | 17 | 2024 |
Retirement plans