How big is LEIF J. Ostberg, Inc.'s plan?

LEIF J. Ostberg, Inc.'s plan reported $3.9M in assets and 15 participants for 2024.

Original filing (PDF)20251010091803NAL0007427633003

LEIF J. Ostberg, Inc.

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

Form 5500-SF

FILING_RECEIVED

LJO, Inc. Cash Balance Plan

Defined-benefit pension plan · LEIF J. Ostberg, Inc.'s LJO, Inc. Cash Balance Plan held $3.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Jeffrey Vazquez signed LEIF J. Ostberg, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Vazquez — 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

LEIF J. Ostberg, Inc.'s EIN is 22-2433706.

EIN 22-2433706

Plan number 004

Plan year 2024

ACK ID 20251010091803NAL0007427633003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LEIF J. Ostberg, 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 LEIF J. OSTBERG, 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