Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC.
EIN 34-1919050individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
23
5005 ROCKSIDE ROAD, SUITE 1140 - INDEPENDENCE, OH 44131440-546-0008LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC. 401K PLAN
401k
Assets$1.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC. CASH BALANCE PLAN
CashBalance
Assets$317K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC. 401K PLAN | 401k | $1.5M | 16 | 2024 | |
| 002 | ORGANIZATIONAL EFFECTIVENESS STRATEGIES, INC. CASH BALANCE PLAN | CashBalance | $317K | 7 | 2024 |
Retirement plans