How big is Specialized Office Systems Inc.'s plan?

Specialized Office Systems Inc.'s plan reported $726K in assets and 20 participants for 2024.

Original filing (PDF)20250708191637NAL0002892515001

Specialized Office Systems Inc.

Name: Specialized Office Systems Inc. — Specialized Office, Form 5500 (2024)
Creator: Specialized Office Systems Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialized Office Systems Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Specialized Office Systems Inc.'s Specialized Office Systems Inc. 401(k) Profit Sharing Plan held $726K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

People on this filing

Nathan Goldberg signed Specialized Office Systems Inc.'s 2024 Form 5500 as plan administrator.

Nathan Goldberg — 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

Specialized Office Systems Inc.'s EIN is 86-0634590.

EIN 86-0634590

Plan number 001

Plan year 2024

ACK ID 20250708191637NAL0002892515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Specialized Office Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SPECIALIZED OFFICE SYSTEMS INC

EIN

all filings

Address

19235 N CAVE CREEK RD #100 · PHOENIX, AZ · 85024

Phone

(602) 485-0900

Industry

Manufacturing

Plan administrator