· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORGANIZATION SYSTEMS, INC. — OSI 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250807150510NAL0003781315001
ORGANIZATION SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
OSI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$532K
Net assets (EOY)
$532K
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
ORGANIZATION SYSTEMS, INC.
.
Find decision makers
Plan sponsor
Name
ORGANIZATION SYSTEMS, INC.
EIN
95-3455217
Address
227 N EL CAMINO REAL, SUITE 205 · ENCINITAS, CA · 92024
Phone
(858) 455-0923
Industry
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
2025-08-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PAGE ENGINEERING, INC.
PAGE ENGINEERING, INC. 401(K) PLAN
$532K · 5 participants
CRITERIA FOR SUCCESS
CRITERIA FOR SUCCESS 401K PS PLAN
$532K · 2 participants
GUSH EDUCATION KG2, LLC
GUSH EDUCATION KG2, LLC PROFIT SHARING PLAN
$532K · 32 participants
RICHMOND CONSTRUCTION CONSULTING
RICHMOND CONSTRUCTION CONSULTING 401(K) PLAN
$533K · 12 participants
USERWISE, LLC (FKA USERWISE, INC.)
USERWISE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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.
$532K · 13 participants
ASSOCIATION & CONFERENCE GROUP LLC
ACG 401(K) PLAN
$533K · 10 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
