How big is Open Books Ltd.'s plan?

Open Books Ltd.'s plan reported $218K in assets and 12 participants for 2024.

Original filing (PDF)20250528114728NAL0007022977001

Open Books Ltd.

Name: Open Books Ltd. — Open Books Ltd. 401(k) Plan, Form 5500 (2024)
Creator: Open Books Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Books Ltd. 401(k) Plan

401(k) retirement plan · Open Books Ltd.'s Open Books Ltd. 401(k) Plan held $218K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

People on this filing

Krystle KIM signed Open Books Ltd.'s 2024 Form 5500 as plan administrator.

Krystle KIM — 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

Open Books Ltd.'s EIN is 20-4830666.

EIN 20-4830666

Plan number 001

Plan year 2024

ACK ID 20250528114728NAL0007022977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Open Books Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

OPEN BOOKS LTD

EIN

all filings

Address

651 W LAKE STREET · CHICAGO, IL · 60661

Phone

(312) 475-1355

Industry

Educational Services

Plan administrator