How big is Osheanic Capital LLC's plan?

Osheanic Capital LLC's plan reported $17K in assets and 28 participants for 2024.

Original filing (PDF)20251015224718NAL0002930739001

Osheanic Capital LLC

Name: Osheanic Capital LLC — Osheanic Capital LLC 401(k), Form 5500 (2024)
Creator: Osheanic Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osheanic Capital LLC 401(k) Plan

401(k) retirement plan · Osheanic Capital LLC's Osheanic Capital LLC 401(k) Plan held $17K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Monte Malhotra signed Osheanic Capital LLC's 2024 Form 5500 as plan administrator.

Monte Malhotra — 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

Osheanic Capital LLC's EIN is 81-3954171.

EIN 81-3954171

Plan number 001

Plan year 2024

ACK ID 20251015224718NAL0002930739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Osheanic Capital LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off