How big is David M. ORSO, LLC's plan?

David M. ORSO, LLC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251005141112NAL0001672611001

David M. ORSO, LLC

Name: David M. ORSO, LLC — David M. ORSO, LLC Cash Balance, Form 5500 (2024)
Creator: David M. ORSO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. ORSO, LLC Cash Balance Plan

Defined-benefit pension plan · David M. ORSO, LLC's David M. ORSO, LLC Cash Balance Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

David M. ORSO, LLC's EIN is 27-4526296.

EIN 27-4526296

Plan number 002

Plan year 2024

ACK ID 20251005141112NAL0001672611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David M. ORSO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David M. ORSO, LLC's plan includes a defined-benefit pension formula.

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 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