How big is Organizational Effectiveness Strategies, Inc.'s plan?

Organizational Effectiveness Strategies, Inc.'s plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250925155716NAL0009357328001

Organizational Effectiveness Strategies, Inc.

Name: Organizational Effectiveness Strategies, Inc. — Form 5500 Plan 001 (2024)
Creator: Organizational Effectiveness Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Organizational Effectiveness Strategies, Inc. 401(k) Plan

401(k) retirement plan · Organizational Effectiveness Strategies, Inc.'s Organizational Effectiveness Strategies, Inc. 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Anthony Warren signed Organizational Effectiveness Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Organizational Effectiveness Strategies, Inc.'s EIN is 34-1919050.

EIN 34-1919050

Plan number 001

Plan year 2024

ACK ID 20250925155716NAL0009357328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Organizational Effectiveness Strategies, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORGANIZATIONAL EFFECTIVENESS STRATEGIES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC.

EIN

all filings

Address

5005 ROCKSIDE ROAD · SUITE 1140 · INDEPENDENCE, OH · 44131

Phone

(440) 546-0008

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator