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  2. OFS, LLC
Sponsor portfolio

OFS, LLC

EIN 26-4562658-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
73
2971 CORPORATE PARK DRIVE - OPELIKA, AL 36801334-749-3436
Plans on this EIN
2 filings
#001ProfitSharing-$6.0M - 40 part#002CashBalance-$1.3M - 33 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • OFS, LLC 401(K) (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OFS, LLC 401(K) (#001)40
  • CASH BALANCE PLAN (#002)33
Total 73Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OFS, LLC 401(K) PLAN

ProfitSharing

Assets$6.0M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OFS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OFS, LLC 401(K) PLANProfitSharing$6.0M402025
002OFS, LLC CASH BALANCE PLANCashBalance$1.3M332024
Retirement plans
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