How big is Ostroff Associates, Inc.'s plan?

Ostroff Associates, Inc.'s plan reported $4.5M in assets and 24 participants for 2024.

Original filing (PDF)20250603100840NAL0007157299001

Ostroff Associates, Inc.

Name: Ostroff Associates, Inc. — Ostroff Associates, Inc., Form 5500 (2024)
Creator: Ostroff Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ostroff Associates, Inc. 401(k) Plan

401(k) retirement plan · Ostroff Associates, Inc.'s Ostroff Associates, Inc. 401(k) Plan held $4.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

KIM Sparrow signed Ostroff Associates, Inc.'s 2024 Form 5500 as plan administrator.

KIM Sparrow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ostroff Associates, Inc.'s EIN is 14-1777900.

EIN 14-1777900

Plan number 001

Plan year 2024

ACK ID 20250603100840NAL0007157299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ostroff Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ostroff Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSTROFF ASSOCIATES, INC..

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score