Original filing (PDF)20250424144019NAL0015782994001

TODD OESTERLEI INSURANCE AGENCY CORP

Name: TODD OESTERLEI INSURANCE AGENCY CORP — TODD OESTERLEI INSURANCE AGENCY CORP 401K PLAN, Form 5500 (2024)
Creator: TODD OESTERLEI INSURANCE AGENCY CORP

Form 5500-SF

FILING_RECEIVED

TODD OESTERLEI INSURANCE AGENCY CORP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD OESTERLEI INSURANCE AGENCY CORP.

Plan sponsor

Name

TODD OESTERLEI INSURANCE AGENCY CORP

EIN

46-5104302all filings

Address

9120 WATSON RD · STE 200 · SAINT LOUIS, MO · 63126

Phone

(314) 842-4300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator