Original filing (PDF)20250923162213NAL0002661875001

OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST

Name: OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST — ADVISORY GROUP WEST 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST

Form 5500-SF

FILING_RECEIVED

ADVISORY GROUP WEST 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST.

Plan sponsor

Name

OSWALD R. DONALDSON, SOLE PROPRIETOR, DBA ADVISORY GROUP WEST

EIN

56-2343650

Address

330 N. BLAND BLVD., SUITE 910 · GLENDALE, CA · 912032340

Phone

(818) 241-9061

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRANKLIN WEALTH MANAGEMENT, LLC

FRANKLIN WEALTH MANAGEMENT, LLC 401(K) PLAN

$1.2M · 7 participants

AJ ADVISORS, LLC

AJ ADVISORS 401K PLAN

$1.2M · 4 participants

SYMPHONY FINANCIAL SERVICES, INC.

SYMPHONY FINANCIAL SERVICES 401(K) PLAN

$1.2M · 13 participants

HOLISTIC FINANCIAL PARTNERS, LLC

HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN

$1.2M · 6 participants

ARDENT CAPITAL MANAGEMENT, INC.

ARDENT CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT PLAN