How big is IOSM's plan?

IOSM's plan reported $1.9M in assets and 196 participants for 2024.

Original filing (PDF)20250721131956NAL0003231138001

IOSM

Name: IOSM — On SITE 401(k) Plan & Trust, Form 5500 (2024)
Creator: IOSM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

On SITE 401(k) Plan & Trust

401(k) retirement plan · IOSM's On SITE 401(k) Plan & Trust held $1.9M in plan assets for 196 participants in 2024.

Signals · 1

No auditor on file

Active participants

196

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Zulema Garcia signed IOSM's 2024 Form 5500 as plan administrator.

Zulema Garcia — 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

IOSM's EIN is 71-1003664.

EIN 71-1003664

Plan number 001

Plan year 2024

ACK ID 20250721131956NAL0003231138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IOSM's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score