How big is Simon Oswald Associates, Inc.'s plan?

Simon Oswald Associates, Inc.'s plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250611084930NAL0012122547001

Simon Oswald Associates, Inc.

Name: Simon Oswald Associates, Inc. — Simon Oswald, Form 5500 (2024)
Creator: Simon Oswald Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Oswald Associates, Inc. 401(k) Plan

401(k) retirement plan · Simon Oswald Associates, Inc.'s Simon Oswald Associates, Inc. 401(k) Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jennifer Craig signed Simon Oswald Associates, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Craig — 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

Simon Oswald Associates, Inc.'s EIN is 43-1701037.

EIN 43-1701037

Plan number 001

Plan year 2024

ACK ID 20250611084930NAL0012122547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Oswald Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Oswald Associates, 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 SIMON OSWALD ASSOCIATES, 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