How big is Open Intelligence LLC's plan?

Open Intelligence LLC's plan reported $788K in assets and 9 participants for 2025.

Original filing (PDF)20260513102732NAL0006259187001

Open Intelligence LLC

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

Form 5500-SF

FILING_RECEIVED

Open Intelligence LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Open Intelligence LLC's Open Intelligence LLC 401(k) Profit Sharing Plan & Trust held $788K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

People on this filing

Fallis Owen Finch III signed Open Intelligence LLC's 2025 Form 5500 as plan administrator.

Fallis Owen Finch III — 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 Intelligence LLC's EIN is 20-8244634.

EIN 20-8244634

Plan number 001

Plan year 2025

ACK ID 20260513102732NAL0006259187001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Open Intelligence 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 OPEN INTELLIGENCE 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