How big is Osteopathic Heritage Foundation's plan?

Osteopathic Heritage Foundation's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250711121910NAL0007342993001

Osteopathic Heritage Foundation

Name: Osteopathic Heritage Foundation — Osteopathic, Form 5500 (2024)
Creator: Osteopathic Heritage Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osteopathic Heritage Foundation Retirement Savings Plan

401(k) retirement plan · Osteopathic Heritage Foundation's Osteopathic Heritage Foundation Retirement Savings Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Rusty Wheatley signed Osteopathic Heritage Foundation's 2024 Form 5500 as plan administrator.

Rusty Wheatley — 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

Osteopathic Heritage Foundation's EIN is 31-6056252.

EIN 31-6056252

Plan number 002

Plan year 2024

ACK ID 20250711121910NAL0007342993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Osteopathic Heritage Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Osteopathic Heritage Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSTEOPATHIC HERITAGE FOUNDATION.

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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