Plan Snapshot
- Plan Sponsor: O'Reilly, Talbot & Okun Associates, INC.
- Sponsor EIN: 043228814
- Sponsor Address: 276 BRIDGE ST, SPRINGFIELD, MA, 01103
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 29
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 29 | $9.1M | $0 | $0 |
| 2024 | 24 | $10.0M | $83,388 | $163,788 |
| 2023 | 22 | $11.1M | $71,972 | $196,815 |
| 2022 | 27 | $12.0M | $77,579 | $224,836 |
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