How big is Orgchart LLC's plan?

Orgchart LLC's plan reported $2.9M in assets and 34 participants for 2025.

Original filing (PDF)20260424221212NAL0013347282084

Orgchart LLC

Name: Orgchart LLC — Orgchart 401(k) Plan, Form 5500 (2025)
Creator: Orgchart LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orgchart 401(k) Plan

401(k) retirement plan · Orgchart LLC's Orgchart 401(k) Plan held $2.9M in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Elantha Barry signed Orgchart LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Orgchart LLC's EIN is 03-0573496.

EIN 03-0573496

Plan number 001

Plan year 2025

ACK ID 20260424221212NAL0013347282084

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Orgchart LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ORGCHART LLC

EIN

all filings

Address

201 ALAMEDA DEL PRADO · SUITE 301 · NOVATO, CA · 94949

Phone

(719) 321-5956

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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