How big is Outreach, Inc.'s plan?

Outreach, Inc.'s plan reported $178K in assets and 18 participants for 2024.

Original filing (PDF)20250519135350NAL0001162515001

Outreach, Inc.

Name: Outreach, Inc. — Outreach, Inc. 403(b)7, Form 5500 (2024)
Creator: Outreach, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Outreach, Inc. 403(b)7

403(b) retirement plan · Outreach, Inc.'s Outreach, Inc. 403(b)7 held $178K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

Plan identifiers

Outreach, Inc.'s EIN is 20-0636360.

EIN 20-0636360

Plan number 002

Plan year 2024

ACK ID 20250519135350NAL0001162515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Outreach, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OUTREACH, INC.

EIN

all filings

Address

301 CENTER ST, P.O. BOX 361 · UNION, IA · 50258

Phone

(641) 486-2550

Industry

Health Care & Social Assistance

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

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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