Original filing (PDF)20251009101316NAL0003488611001

O. MUSTAD & SON AMERICAS, INC.

Name: O. MUSTAD & SON AMERICAS, INC. — O. MUSTAD & SON, INC. PENSION PLAN, Form 5500 (2024)
Creator: O. MUSTAD & SON AMERICAS, INC.

Form 5500-SF

FILING_RECEIVED

O. MUSTAD & SON, INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O. MUSTAD & SON AMERICAS, INC..

Plan sponsor

Name

O. MUSTAD & SON AMERICAS, INC.

EIN

13-3107198

Address

3250 NE 1ST AVENUE · SUITE 210 · MIAMI, FL · 33137

Phone

(315) 253-2793

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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