How big is Farmer Scott Ozete Robinson & Schmitt LLP's plan?

Farmer Scott Ozete Robinson & Schmitt LLP's plan reported $5.4M in assets and 13 participants for 2024.

Original filing (PDF)20250616164259NAL0002549650001

Farmer Scott Ozete Robinson & Schmitt LLP

Name: Farmer Scott Ozete Robinson & Schmitt LLP — Form 5500 Plan 001 (2024)
Creator: Farmer Scott Ozete Robinson & Schmitt LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Farmer Scott Ozete Robinson & Schmitt LLP 401(k) Plan

401(k) retirement plan · Farmer Scott Ozete Robinson & Schmitt LLP's Farmer Scott Ozete Robinson & Schmitt LLP 401(k) Plan held $5.4M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Andrew C Ozete signed Farmer Scott Ozete Robinson & Schmitt LLP's 2024 Form 5500 as plan administrator.

Andrew C Ozete — 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

Farmer Scott Ozete Robinson & Schmitt LLP's EIN is 82-0922471.

EIN 82-0922471

Plan number 001

Plan year 2024

ACK ID 20250616164259NAL0002549650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Farmer Scott Ozete Robinson & Schmitt LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Farmer Scott Ozete Robinson & Schmitt LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FARMER SCOTT OZETE ROBINSON & SCHMITT LLP.

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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

Knocking points off