How big is Ottone & Leach LLP's plan?

Ottone & Leach LLP's plan reported $2.9M in assets and 4 participants for 2025.

Original filing (PDF)20260313104342NAL0008864482003

Ottone & Leach LLP

Name: Ottone & Leach LLP — Ottone & Leach LLP 401(k) Plan, Form 5500 (2025)
Creator: Ottone & Leach LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ottone & Leach LLP 401(k) Plan

401(k) retirement plan · Ottone & Leach LLP's Ottone & Leach LLP 401(k) Plan held $2.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Ottone & Leach LLP's EIN is 94-2167343.

EIN 94-2167343

Plan number 001

Plan year 2025

ACK ID 20260313104342NAL0008864482003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ottone & Leach LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ottone & Leach LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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