Plan Snapshot
- Plan Sponsor: Oconnor & Company
- Sponsor EIN: 883469983
- Sponsor Address: 1701 NOVATO BLVD STE 302, NOVATO, CA, 949473030
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $248,328
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 11 | $248,328 | $74,185 | $71,648 |
| 2024 | 7 | $85,853 | $19,208 | $63,878 |