How big is Ornstein-Schuler Investments LLC's plan?

Ornstein-Schuler Investments LLC's plan reported $546K in assets and 16 participants for 2024.

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
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSI 401(k) Plan

401(k) retirement plan · Ornstein-Schuler Investments LLC's OSI 401(k) Plan held $546K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

People on this filing

Matthew S Kaynard signed Ornstein-Schuler Investments LLC's 2024 Form 5500 as plan administrator.

Matthew S Kaynard — 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

Ornstein-Schuler Investments LLC's EIN is 47-4277482.

EIN 47-4277482

Plan number 001

Plan year 2024

ACK ID 20251007090053NAL0004353937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ornstein-Schuler Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ornstein-Schuler Investments LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

ORNSTEIN-SCHULER INVESTMENTS LLC

EIN

all filings

Address

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

Phone

(404) 275-1793

Industry

Real Estate

Plan administrator