# O'Reilly, Talbot & Okun Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/o-reilly-talbot-okun-associates-inc-plan

> O'Reilly, Talbot & Okun Associates, INC.'s 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** O'Reilly, Talbot & Okun Associates, INC.

- **Sponsor EIN:** 043228814

- **Sponsor Address:** 293 BRIDGE ST, SPRINGFIELD, MA, 01103

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

- **Total Participants:** 24

- **Total Assets:** $10.0M

## 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.|

| 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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