· 2022–2024 · DOL EFAST2

Ovation Risk Planners Inc. — Ovation Risk Planners, Form 5500 (2025)

Original filing (PDF)20260724094828NAL0014633073001

Ovation Risk Planners Inc.

Form 5500-SF

FILING_RECEIVED

Ovation Risk Planners, Inc. 401(k) Plan

401(k) retirement plan · Ovation Risk Planners Inc.'s Ovation Risk Planners, Inc. 401(k) Plan held $1.1M in plan assets for 15 participants in 2025.

Active participants

15

Accounts w/ balance

14

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

Above-average plan

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

42

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OVATION RISK PLANNERS INC..

Plan sponsor

Name

OVATION RISK PLANNERS INC.

EIN

13-3461586all filings

Address

734 WALT WHITMAN ROAD · SUITE 207A · MELVILLE, NY · 11747

Phone

(631) 963-7383

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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