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OLDFORD & ASSOCIATES, INC. — OLDFORD & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240712133845NAL0010055363001
OLDFORD & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
OLDFORD & ASSOCIATES, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLDFORD & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
OLDFORD & ASSOCIATES, INC.
EIN
38-2135945
Address
3555 WALNUT STREET · PORT HURON, MI · 48060
Phone
(810) 985-4040
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-07-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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