How big is Offset Strategic Services, LLC's plan?

Offset Strategic Services, LLC's plan reported $4.3M in assets and 59 participants for 2024.

Original filing (PDF)20250916135747NAL0002026641001

Offset Strategic Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Offset Strategic Services, LLC 401(k) Plan

401(k) retirement plan · Offset Strategic Services, LLC's Offset Strategic Services, LLC 401(k) Plan held $4.3M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

ALLY Casteel signed Offset Strategic Services, LLC's 2024 Form 5500 as plan administrator.

ALLY Casteel — 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

Offset Strategic Services, LLC's EIN is 81-4389686.

EIN 81-4389686

Plan number 001

Plan year 2024

ACK ID 20250916135747NAL0002026641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Offset Strategic Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Offset Strategic Services, LLC'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 OFFSET STRATEGIC SERVICES, LLC.

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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