How big is Tom Ottery Transit Inc.'s plan?

Tom Ottery Transit Inc.'s plan reported $831K in assets and 28 participants for 2024.

Original filing (PDF)20250606161959NAL0010060915001

Tom Ottery Transit Inc.

Name: Tom Ottery Transit Inc. — Tom Ottery Transit Inc., Form 5500 (2024)
Creator: Tom Ottery Transit Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tom Ottery Transit Inc. 401(k) Plan

401(k) retirement plan · Tom Ottery Transit Inc.'s Tom Ottery Transit Inc. 401(k) Plan held $831K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Kristy M Schoebel signed Tom Ottery Transit Inc.'s 2024 Form 5500 as plan administrator.

Kristy M Schoebel — 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

Tom Ottery Transit Inc.'s EIN is 39-1085024.

EIN 39-1085024

Plan number 001

Plan year 2024

ACK ID 20250606161959NAL0010060915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tom Ottery Transit Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOM OTTERY TRANSIT 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