· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT L. OSTENBERG — ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723100024NAL0009914658001
ROBERT L. OSTENBERG
Form 5500-SF
FILING_RECEIVED
ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT L. OSTENBERG
.
Find decision makers
Plan sponsor
Name
ROBERT L. OSTENBERG
EIN
45-4965484
Address
521 CHARCOT AVE SUITE 111 · SAN JOSE, CA · 95131
Phone
(408) 236-7350
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CAROLINA FINANCIAL INCORPORATED
CAROLINA FINANCIAL INCORPORATED 401K PLAN, PERSHING CUSTODIAN
$1.4M · 1 participants
JLM ADVISORS, LLC
JLM ADVISORS, LLC CASH BALANCE PLAN
$1.4M
GREEN INVESTMENTS LLC
GREEN INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 3 participants
REALIZED HOLDINGS, INC.
REALIZED HOLDINGS, INC. 401(K) PLAN
$1.4M · 24 participants
THE DAVINO AGENCY, INC.
THE DAVINO AGENCY, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 10 participants
MASSO TORRENCE WEALTH MANAGEMENT, INC.
MASSO TORRENCE WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
$1.4M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
