# Oconnor & Company 401(k) Plan
Source: https://planprovider.pro/companies/oconnor-company-plan

> Oconnor & Company's 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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