· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OULD ASSOCIATES, INC — OULD ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010115811NAL0012520368001
OULD ASSOCIATES, INC
Form 5500-SF
FILING_RECEIVED
OULD ASSOCIATES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OULD ASSOCIATES, INC
.
Find decision makers
Plan sponsor
Name
OULD ASSOCIATES, INC
EIN
94-2903385
Address
2370-D QUME DRIVE · SAN JOSE, CA · 95131
Phone
(408) 544-1890
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
EARLE ASSOCIATES ARIZONA, INC.
EARLE ASSOCIATES ARIZONA, LLC 401-K PROFIT SHARING PLAN AND TRUST
$4.5M · 13 participants
SANDHILLS MEDICAL FOUNDATION
SANDHILLS MEDICAL FOUNDATION RETIREMENT PLAN
$4.5M · 173 participants
THE STANTON PARK GROUP L.L.C.
THE STANTON PARK GROUP LLC 401(K) PLAN
$4.5M · 7 participants
TLX TECHNOLOGIES, LLC
TLX TECHNOLOGIES, LLC 401(K) PLAN
$4.5M · 51 participants
PETERSON & COLLINS
PETERSON & COLLINS PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 26 participants
ROSENFELD VAN WIRT, P.C.
ROSENFELD VANWIRT 401(K)
$4.5M · 61 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
