How big is David A. Offer's plan?

David A. Offer's plan reported $698K in assets and 2 participants for 2024.

Original filing (PDF)20250921191840NAL0004906224001

David A. Offer

Name: David A. Offer — David A. Offer 401(k) Profit, Form 5500 (2024)
Creator: David A. Offer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David A. Offer 401(k) Profit Sharing Plan

401(k) retirement plan · David A. Offer's David A. Offer 401(k) Profit Sharing Plan held $698K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

$698K

Plan identifiers

David A. Offer's EIN is 95-4566955.

EIN 95-4566955

Plan number 001

Plan year 2024

ACK ID 20250921191840NAL0004906224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David A. Offer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David A. Offer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. OFFER.

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVID A. OFFER

EIN

all filings

Address

C/O ARMANINO LLP · 2121 AVENUE OF THE STARS, 15TH FLR · LOS ANGELES, CA · 90067

Phone

(310) 478-4148

Industry

Real Estate

Plan administrator