How big is Seeley Howard Private Wealth, LLC's plan?

Seeley Howard Private Wealth, LLC's plan reported $387K in assets and 10 participants for 2024.

Original filing (PDF)20250922110313NAL0002105507001

Seeley Howard Private Wealth, LLC

Name: Seeley Howard Private Wealth, LLC — OSJ Partners, Form 5500 (2024)
Creator: Seeley Howard Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSJ Partners, LLC 401(k) Plan

401(k) retirement plan · Seeley Howard Private Wealth, LLC's OSJ Partners, LLC 401(k) Plan held $387K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

Plan identifiers

Seeley Howard Private Wealth, LLC's EIN is 84-4118058.

EIN 84-4118058

Plan number 001

Plan year 2024

ACK ID 20250922110313NAL0002105507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seeley Howard Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seeley Howard Private Wealth, 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 SEELEY HOWARD PRIVATE WEALTH, 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