How big is Oakeson, Steiner Wealth and RETI's plan?

Oakeson, Steiner Wealth and RETI's plan reported $8.7M in assets and 15 participants for 2025.

Original filing (PDF)20260520124250NAL0003477394001

Oakeson, Steiner Wealth and RETI

Name: Oakeson, Steiner Wealth and RETI — OSL, Inc. Safe, Form 5500 (2025)
Creator: Oakeson, Steiner Wealth and RETI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSL, Inc. Safe Harbor 401(k)Plan

401(k) retirement plan · Oakeson, Steiner Wealth and RETI's OSL, Inc. Safe Harbor 401(k)Plan held $8.7M in plan assets for 15 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Joshua YOST signed Oakeson, Steiner Wealth and RETI's 2025 Form 5500 as plan administrator.

Joshua YOST — 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

Oakeson, Steiner Wealth and RETI's EIN is 47-0783620.

EIN 47-0783620

Plan number 001

Plan year 2025

ACK ID 20260520124250NAL0003477394001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oakeson, Steiner Wealth and RETI from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oakeson, Steiner Wealth and RETI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKESON, STEINER WEALTH AND RETI.

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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