Original filing (PDF)20250415142124NAL0003429137001

Oestriecher Financial Management Services, LLC

Name: Oestriecher Financial Management Services, LLC — Form 5500 Plan 001 (2024)
Creator: Oestriecher Financial Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OFMS 401(k) Plan

401(k) retirement plan · Oestriecher Financial Management Services, LLC's OFMS 401(k) Plan held $57K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Anne Oestriecher signed Oestriecher Financial Management Services, LLC's 2024 Form 5500 as plan administrator.

Anne Oestriecher — 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

Oestriecher Financial Management Services, LLC's EIN is 93-3936857.

EIN 93-3936857

Plan number 001

Plan year 2024

ACK ID 20250415142124NAL0003429137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oestriecher Financial Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oestriecher Financial Management Services, 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 OESTRIECHER FINANCIAL MANAGEMENT SERVICES, 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