How big is Oates Promotional Services' plan?

Oates Promotional Services' plan reported $2K in assets and 6 participants for 2024.

Original filing (PDF)20251229132741NAL0018814513001

Oates Promotional Services

Name: Oates Promotional Services — Oates Promotional, Form 5500 (2024)
Creator: Oates Promotional Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oates Promotional Services CBS Benefit Plan

Health & welfare plan · Oates Promotional Services' Oates Promotional Services CBS Benefit Plan held $2K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$513

People on this filing

Joseph HSU signed Oates Promotional Services' 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Oates Promotional Services' EIN is 61-0913518.

EIN 61-0913518

Plan number 501

Plan year 2024

ACK ID 20251229132741NAL0018814513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oates Promotional Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oates Promotional Services' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OATES PROMOTIONAL SERVICES.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score