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OSCEOLA CONSULTING — OSCEOLA CONSULTING 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715192720NAL0003853104001
OSCEOLA CONSULTING
Form 5500-SF
FILING_RECEIVED
OSCEOLA CONSULTING 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
108
Accounts w/ balance
31
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.2M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
OSCEOLA CONSULTING
.
Find decision makers
Plan sponsor
Name
OSCEOLA CONSULTING
EIN
38-3923089
Address
ONE BLACKFIELD DRIVE, SUITE 410 · TIBURON, CA · 94920
Phone
(800) 986-1960
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UNITED MANAGEMENT ORGANIZATION,
UNITED MANAGEMENT ORGANIZATION, LLC 401(K) PLAN
$1.3M · 112 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
