How big is Owner Resource Group, LLC's plan?

Owner Resource Group, LLC's plan reported $2.7M in assets and 15 participants for 2025.

Original filing (PDF)20260427081658NAL0013390352001

Owner Resource Group, LLC

Name: Owner Resource Group, LLC — Owner Resource Group, Form 5500 (2025)
Creator: Owner Resource Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Owner Resource Group 401(k) Plan

401(k) retirement plan · Owner Resource Group, LLC's Owner Resource Group 401(k) Plan held $2.7M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

AMY Byrom signed Owner Resource Group, LLC's 2025 Form 5500 as plan administrator.

AMY Byrom — 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

Owner Resource Group, LLC's EIN is 26-1960902.

EIN 26-1960902

Plan number 001

Plan year 2025

ACK ID 20260427081658NAL0013390352001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Owner Resource Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWNER RESOURCE GROUP, 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