How big is Organization Systems, Inc.'s plan?

Organization Systems, Inc.'s plan reported $532K in assets and 2 participants for 2024.

Original filing (PDF)20250807150510NAL0003781315001

Organization Systems, Inc.

Name: Organization Systems, Inc. — OSI 401(k) Profit, Form 5500 (2024)
Creator: Organization Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSI 401(k) Profit Sharing Plan

401(k) retirement plan · Organization Systems, Inc.'s OSI 401(k) Profit Sharing Plan held $532K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan identifiers

Organization Systems, Inc.'s EIN is 95-3455217.

EIN 95-3455217

Plan number 001

Plan year 2024

ACK ID 20250807150510NAL0003781315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Organization Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Organization Systems, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ORGANIZATION SYSTEMS, INC.

EIN

all filings

Address

227 N EL CAMINO REAL, SUITE 205 · ENCINITAS, CA · 92024

Phone

(858) 455-0923

Industry

Professional & Technical Services

Plan administrator