How big is Leffel, OTIS & Warwick, P.S.'s plan?

Leffel, OTIS & Warwick, P.S.'s plan reported $19.3M in assets and 60 participants for 2024.

Original filing (PDF)20250929115259NAL0011264273001

Leffel, OTIS & Warwick, P.S.

Name: Leffel, OTIS & Warwick, P.S. — Leffel, OTIS &, Form 5500 (2024)
Creator: Leffel, OTIS & Warwick, P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leffel, OTIS & Warwick, P.S. Retirement Plan

401(k) retirement plan · Leffel, OTIS & Warwick, P.S.'s Leffel, OTIS & Warwick, P.S. Retirement Plan held $19.3M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

Plan identifiers

Leffel, OTIS & Warwick, P.S.'s EIN is 91-1138438.

EIN 91-1138438

Plan number 001

Plan year 2024

ACK ID 20250929115259NAL0011264273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leffel, OTIS & Warwick, P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leffel, OTIS & Warwick, P.S.'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 LEFFEL, OTIS & WARWICK, P.S..

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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