# O'Connor, Hoso & Loree, LLC 401(k) Plan
Source: https://planprovider.pro/companies/o-connor-hoso-loree-llc-562470951-001

> O'Connor, Hoso & Loree, LLC'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'Connor, Hoso & Loree, LLC

- **Sponsor EIN:** 562470951

- **Sponsor Address:** 8700 E. MARKET ST., SUITE 1, WARREN, OH, 44484

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

- **Plan Number:** 001

- **Total Participants:** 9

- **Total Assets:** $7.5M

## 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:** Yes

## Plan Financials by Year

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

| 2025|9|$7.5M|$0|$0|

| 2024|10|$6.4M|$41,037|$99,355|

| 2023|9|$5.6M|$42,833|$77,255|

| 2022|9|$4.7M|$47,682|$115,690|

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