Retirement plan

THE O'BRIEN GROUP LLC RETIREMENT PLAN

Name: THE O'BRIEN GROUP, LLC - THE O'BRIEN GROUP LLC RETIREMENT PLAN (2024) Form 5500
Creator: THE O'BRIEN GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE O'BRIEN GROUP LLC RETIREMENT PLAN, THE O'BRIEN GROUP, LLC

THE O'BRIEN GROUP, LLCEIN 20-0459176Plan #001PY 2024

402 MAIN STREET - PORT JEFFERSON, NY 11777631-474-7075

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$612K

+19.5% from 2023

Total participants

0.0% from 2023

Average account balance

$305,847

+19.5% from 2023

Annual return

8.85%

-5.99 pp from 2023

Benchmarks

See 37,167 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,167 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$769K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$384K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3349

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$305,847

$201,264+52.0%

$184,185+66.1%

$145,978+109.5%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

8.85%

29.00%-20.2pp

28.81%-20.0pp

550.52%-541.7pp

Employer contribution / active EE

$6,758

$7,021-3.7%

$6,426+5.2%

$4,662+45.0%

Participant deferral / active EE

$20,600

$9,806+110.1%

$9,132+125.6%

$6,690+207.9%

Admin fee / account holder

$16,376-100.0%

$13,909-100.0%

$13,400-100.0%

THE O'BRIEN GROUP LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE O'BRIEN GROUP LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion