O'Brien Kiernan Investment Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: O'Brien Kiernan Investment Company
  • Sponsor EIN: 940728422
  • Sponsor Address: 220 MONTGOMERY STREET 1050, SAN FRANCISCO, CA, 94104
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$5.7M$131,564$0
20234$4.0M$163,493$0
20224$2.8M$178,427$0

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