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Sponsor portfolio

OSTROM ENTERPRISES, INC.

EIN 91-0729629-writing and editing-Latest filing 2024
Plans
2
Retirement
2
$655K assets
Welfare
0
Participants
37
6414 NE BOTHELL WAY - KENMORE, WA 98028425-486-7711LinkedIn1-10 employeeswriting and editing
Plans on this EIN
2 filings
#002401k-$338K - 25 part#001CashBalance-$317K - 12 part

Retirement portfolio analytics

2 plans aggregated / $655K assets / 37 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • & GIFT 401(K) (#002)52%
  • CASH BALANCE PLAN (#001)48%
Total $655KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & GIFT 401(K) (#002)25
  • CASH BALANCE PLAN (#001)12
Total 37Click 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#002

OSTROM DRUG & GIFT 401(K) PLAN

401k

Assets$338K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OSTROM DRUG & GIFT CASH BALANCE PLAN

CashBalance

Assets$317K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OSTROM DRUG & GIFT 401(K) PLAN401k$338K252024
001OSTROM DRUG & GIFT CASH BALANCE PLANCashBalance$317K122024
Retirement plans
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