How big is Oertli & Pleschourt, LLP's plan?

Oertli & Pleschourt, LLP's plan reported $3.6M in assets and 14 participants for 2024.

Original filing (PDF)20250916090628NAL0001212179001

Oertli & Pleschourt, LLP

Name: Oertli & Pleschourt, LLP — Oertli & Pleschourt, LLP, Form 5500 (2024)
Creator: Oertli & Pleschourt, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oertli & Pleschourt, LLP Retirement Plan

401(k) retirement plan · Oertli & Pleschourt, LLP's Oertli & Pleschourt, LLP Retirement Plan held $3.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Oertli & Pleschourt, LLP's EIN is 41-1924986.

EIN 41-1924986

Plan number 003

Plan year 2024

ACK ID 20250916090628NAL0001212179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oertli & Pleschourt, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oertli & Pleschourt, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OERTLI & PLESCHOURT, LLP.

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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