How big is Ogorek Wealth Management, LLC's plan?

Ogorek Wealth Management, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250813102522NAL0008037747001

Ogorek Wealth Management, LLC

Name: Ogorek Wealth Management, LLC — Ogorek Wealth, Form 5500 (2024)
Creator: Ogorek Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ogorek Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Ogorek Wealth Management, LLC's Ogorek Wealth Management, LLC 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Deborah MALM signed Ogorek Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Ogorek Wealth Management, LLC's EIN is 04-3592984.

EIN 04-3592984

Plan number 001

Plan year 2024

ACK ID 20250813102522NAL0008037747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ogorek Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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