How big is Ostrow Reisin BERK & Abrams, Ltd.'s plan?

Ostrow Reisin BERK & Abrams, Ltd.'s plan reported $71.2M in assets and 172 participants for 2024.

Original filing (PDF)20260218161111NAL0009998130001

Ostrow Reisin BERK & Abrams, Ltd.

Name: Ostrow Reisin BERK & Abrams, Ltd. — ORBA Employees', Form 5500 (2024)
Creator: Ostrow Reisin BERK & Abrams, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ORBA Employees' Retirement Savings Plan

401(k) retirement plan · Ostrow Reisin BERK & Abrams, Ltd.'s ORBA Employees' Retirement Savings Plan held $71.2M in plan assets for 172 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

172

Accounts w/ balance

250

Plan assets (EOY)

$71.2M

Net assets (EOY)

$71.2M

Plan identifiers

Ostrow Reisin BERK & Abrams, Ltd.'s EIN is 36-2938874.

EIN 36-2938874

Plan number 002

Plan year 2024

ACK ID 20260218161111NAL0009998130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ostrow Reisin BERK & Abrams, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ostrow Reisin BERK & Abrams, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (91st percentile).

Plan sponsor

Name

OSTROW REISIN BERK & ABRAMS, LTD.

EIN

all filings

Address

455 NORTH CITYFRONT PLAZA DRIVE · SUITE 1600 · CHICAGO, IL · 60611

Phone

(312) 670-7444

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OPER CO.	04-2647786	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

36 direct securities· $69.3M(97% of reported assets)

Mutual Funds

$45.8M

25 holdings

Self-Directed Brokerage

$8.5M

1 holding

Common Collective Trusts

$7.9M

4 holdings

Other securities

$6.3M

5 holdings

U.S. Treasuries

$818K

1 holding

					% of plan
Fidelity® Growth Company Fund Mutual funds a	Mutual Funds	—	—	$12.2M	17.2%
Fidelity® Contrafund® Mutual funds a	Mutual Funds	—	—	$9.1M	12.8%
Fidelity BrokerageLink Self-directed brokerage a	Self-Directed Brokerage	—	—	$8.5M	12.0%
Fidelity® 500 Index Fund Mutual funds a	Common Collective Trusts	—	—	$4.7M	6.5%
T. Rowe Price Dividend Growth Fund Mutual funds a	Other securities	—	—	$3.7M	5.2%
Vanguard Treasury Money Market Fund Money market funds a	Mutual Funds	—	—	$3.3M	4.6%
Fidelity® Low-Priced Stock Fund Mutual funds a	Mutual Funds	—	—	$2.6M	3.6%
Fidelity® Total Market Index Fund Mutual funds a	Common Collective Trusts	—	—	$2.2M	3.0%
Fidelity® Diversified International Fund Mutual funds a	Mutual Funds	—	—	$1.9M	2.7%
Fidelity Freedom® 2055 Fund Mutual funds a	Mutual Funds	—	—	$1.8M	2.5%
Baird Core Plus Bond Fund Mutual funds a	Other securities	—	—	$1.5M	2.1%
Fidelity Freedom® 2035 Fund Mutual funds a	Mutual Funds	—	—	$1.5M	2.0%
PRIMECAP Odyssey Aggressive Growth Fund Mutual funds a	Mutual Funds	—	—	$1.4M	2.0%
Fidelity Freedom® 2045 Fund Mutual funds a	Mutual Funds	—	—	$1.4M	1.9%
Fidelity Freedom® 2040 Fund Mutual funds a	Mutual Funds	—	—	$1.3M	1.9%
Fidelity Freedom® 2050 Fund Mutual funds a	Mutual Funds	—	—	$1.3M	1.8%
Fidelity® International Value Fund Mutual funds a	Mutual Funds	—	—	$1.3M	1.8%
Putnam Large Cap Value Fund Mutual funds a	Mutual Funds	—	—	$1.2M	1.6%
MFS Mid Cap Value Fund Mutual funds a	Mutual Funds	—	—	$999K	1.4%
Fidelity® Mid-Cap Stock Fund Mutual funds a	Mutual Funds	—	—	$865K	1.2%
Fidelity® Stock Selector Small Cap Fund Mutual funds a	Mutual Funds	—	—	$824K	1.2%
Fidelity® Intermediate Treasury Bond Index Fund Mutual funds a	U.S. Treasuries	—	—	$818K	1.1%
Fidelity® Global ex U.S. Index Fund Mutual funds a	Common Collective Trusts	—	—	$793K	1.1%
Eaton Vance Income Fund of Boston Fund Mutual funds a	Other securities	—	—	$777K	1.1%
Fidelity® Balanced Fund Mutual funds a	Mutual Funds	—	—	$631K	0.9%
Fidelity Freedom® 2060 Fund Mutual funds a	Mutual Funds	—	—	$554K	0.8%
Fidelity® Emerging Markets Fund Mutual funds a	Mutual Funds	—	—	$517K	0.7%
Fidelity® Extended Mkt Index Fund Mutual funds a	Common Collective Trusts	—	—	$309K	0.4%
Fidelity Freedom® 2065 Fund Mutual funds a	Mutual Funds	—	—	$303K	0.4%
Fidelity Freedom® 2015 Fund Mutual funds a 294 * Fidelity Freedom® 2020 Fund Mutual funds a	Mutual Funds	—	—	$296K	0.4%
Fidelity Freedom® Income Fund Mutual funds a	Mutual Funds	—	—	$279K	0.4%
Fidelity Freedom® 2025 Fund Mutual funds a	Mutual Funds	—	—	$239K	0.3%
through October 2033 -	Other securities	—	—	$150K	0.2%
American Beacon Small Cap Value Fund Mutual funds a	Other securities	—	—	$145K	0.2%
Fidelity Freedom® 2030 Fund Mutual funds a	Mutual Funds	—	—	$22K	<0.1%
Fidelity Freedom® 2010 Fund Mutual funds a	Mutual Funds	—	—	$12K	<0.1%