# O'Brien Kiernan Investment Company DC Plan
Source: https://planprovider.pro/companies/o-brien-kiernan-investment-company-plan

> O'Brien Kiernan Investment Company's DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$5.7M|$131,564|$0|

| 2023|4|$4.0M|$163,493|$0|

| 2022|4|$2.8M|$178,427|$0|

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