How big is Strand Boyce O'SHAughnessy, CPAS, Inc.'s plan?

Strand Boyce O'SHAughnessy, CPAS, Inc.'s plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20250716072837NAL0002890113001

Strand Boyce O'SHAughnessy, CPAS, Inc.

Name: Strand Boyce O'SHAughnessy, CPAS, Inc. — Form 5500 Plan 001 (2024)
Creator: Strand Boyce O'SHAughnessy, CPAS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strand Boyce O'SHAughnessy, CPAS, Inc. 401(k) Profit Sharing

401(k) retirement plan · Strand Boyce O'SHAughnessy, CPAS, Inc.'s Strand Boyce O'SHAughnessy, CPAS, Inc. 401(k) Profit Sharing held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Strand Boyce O'SHAughnessy, CPAS, Inc.'s EIN is 68-0485584.

EIN 68-0485584

Plan number 001

Plan year 2024

ACK ID 20250716072837NAL0002890113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strand Boyce O'SHAughnessy, CPAS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strand Boyce O'SHAughnessy, CPAS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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