How big is Jose Osuna's plan?

Jose Osuna's plan reported $22K in assets and 7 participants for 2024.

Original filing (PDF)20250717150512NAL0000519105001

Jose Osuna

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

Form 5500-SF

FILING_RECEIVED

Jose Osuna 401(k) Plan

401(k) retirement plan · Jose Osuna's Jose Osuna 401(k) Plan held $22K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Nick Rice signed Jose Osuna's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Jose Osuna's EIN is 88-1498437.

EIN 88-1498437

Plan number 001

Plan year 2024

ACK ID 20250717150512NAL0000519105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSE OSUNA.

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Plan health score

Above-average plan

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

JOSE OSUNA

EIN

all filings

Address

351 SUNNYSIDE AVE · SAN DIEGO, CA · 92114

Phone

(760) 672-4936

Industry

Construction

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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