Original filing (PDF)20241014161550NAL0015275315007

OOLY, LLC

Name: OOLY, LLC — OOLY, LLC 401(k) Plan, Form 5500 (2023)
Creator: OOLY, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OOLY, LLC 401(k) Plan

401(k) retirement plan · OOLY, LLC's OOLY, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Carol Pankiw signed OOLY, LLC's 2023 Form 5500 as plan administrator.

Carol Pankiw — 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

OOLY, LLC's EIN is 20-8651089.

EIN 20-8651089

Plan number 003

Plan year 2023

ACK ID 20241014161550NAL0015275315007

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for OOLY, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OOLY, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OOLY, LLC

EIN

all filings

Address

5607 PALMER WAY · CARLSBAD, CA · 92010

Phone

(760) 231-7603

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

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

Related plans

Similar-size Wholesale Trade plans

Isagenix Worldwide, Inc.

Isagenix Worldwide, Inc. Profit Sharing Plan

A&T Italian Foods, Inc.

A&T Italian Foods, Inc. 401(k) Plan

Westlake Packaging, Inc.

Westlake Packaging, Inc. Cash Balance Pension Plan

J & D Snacks Inc.

J & D Snacks Inc. Employee Pension Plan

General Tools & Instruments, LLC

General Tools & Instruments, LLC 401(k) Profit Sharing Plan

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