How big is OSO Inc.'s plan?

OSO Inc.'s plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250909062333NAL0042318882001

OSO Inc.

Name: OSO Inc. — OSO Inc. Cash Balance Plan, Form 5500 (2024)
Creator: OSO Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSO Inc. Cash Balance Plan

Defined-benefit pension plan · OSO Inc.'s OSO Inc. Cash Balance Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Rebecca Filkins signed OSO Inc.'s 2024 Form 5500 as plan administrator.

Rebecca Filkins — 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

OSO Inc.'s EIN is 16-1398207.

EIN 16-1398207

Plan number 002

Plan year 2024

ACK ID 20250909062333NAL0042318882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OSO Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSO 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OSO INC.

EIN

all filings

Address

3001 BROCKPORT RD., SUITE A · SPENCERPORT, NY · 14559

Phone

(585) 617-4811

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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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