Original filing (PDF)20251020142419NAL0000442993001

OSTER & FISCHER, LLC

Name: OSTER & FISCHER, LLC — OSTER & FISCHER, LLC INDIVIDUAL 401K, Form 5500 (2024)
Creator: OSTER & FISCHER, LLC

Form 5500-SF

FILING_RECEIVED

OSTER & FISCHER, LLC INDIVIDUAL 401K

401(k) retirement plan

Signals · 2

Late filing · 83.1 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 83.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSTER & FISCHER, LLC.

Plan sponsor

Name

OSTER & FISCHER, LLC

DBA

OSTER & FISCHER, LLC

EIN

20-0525455all filings

Address

3005 ROYAL BLVD S STE 130 · ALPHARETTA, GA · 300221407

Phone

(770) 753-9880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2017-01-01

Tax period

2017-12-31

Filed

2025-10-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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