Plan Snapshot
- Plan Sponsor: O'Connor Consulting Services, LLC
- Sponsor EIN: 300584565
- Sponsor Address: 6507 MARJORY LANE, BETHESDA, MD, 20817
- Plan Type: DC
- Total Participants: 25
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 25 | $10.1M | $464,984 | $516,666 |
| 2023 | 25 | $8.0M | $408,685 | $450,650 |
| 2022 | 16 | $6.5M | $351,577 | $285,020 |