How big is Oertzengroup's plan?

Oertzengroup's plan reported $244K in assets and 7 participants for 2024.

Original filing (PDF)20250513095333NAL0011912691024

Oertzengroup

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

Form 5500-SF

FILING_RECEIVED

Oertzengroup 401(k) Plan

401(k) retirement plan · Oertzengroup's Oertzengroup 401(k) Plan held $244K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

Plan identifiers

Oertzengroup's EIN is 86-2428046.

EIN 86-2428046

Plan number 001

Plan year 2024

ACK ID 20250513095333NAL0011912691024

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oertzengroup's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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.

Plan sponsor

Name

OERTZENGROUP

EIN

all filings

Address

1 CONCOURSE PKWY. · STE. 800 · ATLANTA, GA · 30328

Phone

(404) 480-0033

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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