DONALD OSTERGARD, M.D., INC. MONEY PURCHASE PENSION PLAN
Defined-benefit pension plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$984K
Net assets (EOY)
$984K
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
88
Vendor & structure
75
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD R. OSTERGARD, M.D., P.S.C..
