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)
- 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 | $39,213 | $105,160 |
| 2024 | 10 | $6.4M | $41,037 | $99,355 |
| 2023 | 9 | $5.6M | $42,833 | $77,255 |
| 2022 | 9 | $4.7M | $47,682 | $115,690 |