# O'Brien, Tomchak & Co., Chartered 401(k) Plan
Source: https://planprovider.pro/companies/o-brien-tomchak-co-chartered-820332706-011

> O'Brien, Tomchak & Co., Chartered's 401(k) plan: 9 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** O'Brien, Tomchak & Co., Chartered

- **Sponsor EIN:** 820332706

- **Sponsor Address:** 432 SHOUP AVENUE, IDAHO FALLS, ID, 834050858

- **Plan Type:** 401(k)

- **Plan Number:** 011

- **Total Participants:** 9

- **Total Assets:** $713,826

## 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.|

| 2025|9|$713,826|$0|$0|

| 2024|6|$618,625|$30,470|$19,775|

| 2023|4|$962,995|$26,321|$24,430|

| 2022|5|$825,947|$26,107|$37,092|

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