Original filing (PDF)20251007090053NAL0004353937001

ORNSTEIN-SCHULER INVESTMENTS LLC

Name: ORNSTEIN-SCHULER INVESTMENTS LLC — OSI 401(K) PLAN, Form 5500 (2024)
Creator: ORNSTEIN-SCHULER INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

OSI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORNSTEIN-SCHULER INVESTMENTS LLC.

Plan sponsor

Name

ORNSTEIN-SCHULER INVESTMENTS LLC

EIN

47-4277482all filings

Address

4355 COBB PARKWAY · SUITE J555 · ATLANTA, GA · 30339

Phone

(404) 275-1793

Industry