How big is Oswego Crest Financial Group, LLC's plan?

Oswego Crest Financial Group, LLC's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250630164759NAL0012041425001

Oswego Crest Financial Group, LLC

Name: Oswego Crest Financial Group, LLC — Oswego Crest, Form 5500 (2024)
Creator: Oswego Crest Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oswego Crest Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Oswego Crest Financial Group, LLC's Oswego Crest Financial Group 401(k) Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Peter Miller signed Oswego Crest Financial Group, LLC's 2024 Form 5500 as plan administrator.

Peter Miller — 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

Oswego Crest Financial Group, LLC's EIN is 20-3436606.

EIN 20-3436606

Plan number 001

Plan year 2024

ACK ID 20250630164759NAL0012041425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oswego Crest Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oswego Crest Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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