Original filing (PDF)20250916090628NAL0001212179001

OERTLI & PLESCHOURT, LLP

Name: OERTLI & PLESCHOURT, LLP — OERTLI & PLESCHOURT, LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: OERTLI & PLESCHOURT, LLP

Form 5500-SF

FILING_RECEIVED

OERTLI & PLESCHOURT, LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OERTLI & PLESCHOURT, LLP.

Plan sponsor

Name

OERTLI & PLESCHOURT, LLP

EIN

41-1924986

Address

5105 HWY 52 N · ROCHESTER, MN · 55901

Phone

(507) 288-6650

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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