Original filing (PDF)20250211154446NAL0034544784001

OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA

Name: OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA — OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

OUGHTERSON, SUNDHEIM AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA.

Plan sponsor

Name

OUGHTERSON, SUNDHEIM AND ASSOCIATES, PA

EIN

59-2293803

Address

612 SE CENTRAL PARKWAY · STUART, FL · 349943970

Phone

(772) 287-0660

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator