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  2. Simon Oswald Associates, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Simon Oswald Associates, Inc.

EIN 43-1701037-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
14
2801 WOODARD DRIVE, STE 103 - COLUMBIA, MO 65202573-443-1407
Plans on this EIN
1 filing
#001401(k)-$2.6M - 14 part

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Retirement#001

SIMON OSWALD ASSOCIATES, INC. 401(K) PLAN

401(k)

Assets$2.6M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMON OSWALD ASSOCIATES, INC. 401(K) PLAN401(k)$2.6M142025
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