· 2022–2024 · DOL EFAST2

OWR Opinion LLC — OWR Opinion LLC 401(k) Profit, Form 5500 (2025)

Original filing (PDF)20260424083109NAL0009082832001

OWR Opinion LLC

Form 5500-SF

FILING_RECEIVED

OWR Opinion LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · OWR Opinion LLC's OWR Opinion LLC 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

13

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

73

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 OWR OPINION LLC.

Plan sponsor

Name

OWR OPINION LLC

EIN

20-2815309all filings

Address

1200 MACARTHUR BLVD STE 101C · MAHWAH, NJ · 074302331

Phone

(201) 651-7700

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JOAN Roisum Insurance Agency, Inc.

Roisum Companies 401(k) Plan

$1.9M · 2 participants

Inpower Global Insurance Service

Inpower Global Insurance Services 401(k) Plan

$1.9M · 13 participants

Hughston Insurance Agency, Inc.

Hughston Insurance Agency, Inc. Profit Sharing Plan

$1.9M · 16 participants

Frank M. Stolz Agency, Inc.

Frank M. Stolz Agency, Inc. Pension Trust

$1.9M · 4 participants

L2 Financial, Inc.

L2 Financial, Inc. Retirement Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.