How big is Owner Strategies, LLC's plan?

Owner Strategies, LLC's plan reported $954K in assets and 6 participants for 2022.

Original filing (PDF)20230928120602NAL0024691186001

Owner Strategies, LLC

Name: Owner Strategies, LLC — Owner Strategies, LLC 401(k), Form 5500 (2022)
Creator: Owner Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Owner Strategies, LLC 401(k) Plan

401(k) retirement plan · Owner Strategies, LLC's Owner Strategies, LLC 401(k) Plan held $954K in plan assets for 6 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

People on this filing

PJ Hames signed Owner Strategies, LLC's 2022 Form 5500 as plan administrator.

PJ Hames — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Owner Strategies, LLC's EIN is 01-0765635.

EIN 01-0765635

Plan number 001

Plan year 2022

ACK ID 20230928120602NAL0024691186001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Owner Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Owner Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWNER STRATEGIES, LLC.

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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