Original filing (PDF)20250428220116NAL0008358323006

OPEN APPROACH, INC.

Name: OPEN APPROACH, INC. — OPEN APPROACH 401(K) PLAN, Form 5500 (2024)
Creator: OPEN APPROACH, INC.

Form 5500-SF

FILING_RECEIVED

OPEN APPROACH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN APPROACH, INC..

Plan sponsor

Name

OPEN APPROACH, INC.

EIN

02-0610889

Address

P.O. BOX 272 · BRISTOL, VT · 05443

Phone

(802) 242-4050

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

INSIGHT MANAGEMENT SYSTEMS, INC.

INSIGHT MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants

CITY MILLS TECHNOLOGY, LLC

CITY MILLS TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN

$1.8M · 18 participants

AUTOMATION INTEGRATED, LLC

AUTOMATION INTEGRATED, LLC 401(K) P/S PLAN

$1.8M · 89 participants

INTEGRITY UNITED TECHNOLOGIES

INTEGRITY UNITED TECHNOLOGIES 401(K) PS PLAN

$1.8M · 13 participants

SECURIT360, LLC

SECURIT360, LLC 401(K) PLAN