How big is Overton and Sons Tool and Die Co., Inc.'s plan?

Overton and Sons Tool and Die Co., Inc.'s plan reported $2.6M in assets and 78 participants for 2024.

Original filing (PDF)20250724152600NAL0002877843001

Overton and Sons Tool and Die Co., Inc.

Name: Overton and Sons Tool and Die Co., Inc. — Form 5500 Plan 001 (2024)
Creator: Overton and Sons Tool and Die Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overton and Sons 401(k) Plan

401(k) retirement plan · Overton and Sons Tool and Die Co., Inc.'s Overton and Sons 401(k) Plan held $2.6M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Overton and Sons Tool and Die Co., Inc.'s EIN is 35-1166138.

EIN 35-1166138

Plan number 001

Plan year 2024

ACK ID 20250724152600NAL0002877843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overton and Sons Tool and Die Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overton and Sons Tool and Die Co., Inc.'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 OVERTON AND SONS TOOL AND DIE CO., INC..

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Plan health score

Above-average plan

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

Knocking points off