How big is Ovative Group LLC's plan?

Ovative Group LLC's plan reported $37.8M in assets and 493 participants for 2024.

Original filing (PDF)20251006132748NAL0003471713001

Ovative Group LLC

Name: Ovative Group LLC — Ovative Group 401(k) Plan, Form 5500 (2024)
Creator: Ovative Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ovative Group 401(k) Plan

401(k) retirement plan · Ovative Group LLC's Ovative Group 401(k) Plan held $37.8M in plan assets for 493 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

493

Accounts w/ balance

638

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

People on this filing

JEAN Moloney signed Ovative Group LLC's 2024 Form 5500 as plan administrator.

JEAN Moloney — 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

Ovative Group LLC's EIN is 27-1175614.

EIN 27-1175614

Plan number 001

Plan year 2024

ACK ID 20251006132748NAL0003471713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ovative Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 145K (2% of contributions).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

OVATIVE GROUP LLC

EIN

all filings

Address

729 WASHINGTON AVE N. · SUITE 1000 · MINNEAPOLIS, MN · 55401

Phone

(612) 810-6173

Industry

Professional & Technical Services

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	-$975	—

Investments

45 direct securities· $37.8M(100% of reported assets)

Mutual Funds

$27.8M

15 holdings

Common Collective Trusts

$8.1M

16 holdings

Other securities

$1.5M

12 holdings

U.S. Treasuries

$187K

1 holding

Bonds / Notes

$148K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$7.0M	18.5%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$5.7M	15.2%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$4.2M	11.1%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$4.1M	10.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.4M	9.1%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	7.8%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	3.6%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	2.7%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	2.7%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$833K	2.2%
iShares Total U.S. Stock Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$715K	1.9%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$539K	1.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$480K	1.3%
Amana Mutual Funds Trust Growth Fund Mutual Fund	Other securities	—	—	$389K	1.0%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$333K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$320K	0.8%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$285K	0.8%
Calvert Growth Allocation I Mutual Fund	Other securities	—	—	$266K	0.7%
iShares MSCI EAFE International Index Fund Mutual Fund	Common Collective Trusts	—	—	$253K	0.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$201K	0.5%
JPMorgan Small Cap Value Fund Mutual Fund	Other securities	—	—	$199K	0.5%
Calvert International Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$189K	0.5%
Calvert Bond Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$187K	0.5%
Calvert US Large Cap GRI I Mutual Fund	Other securities	—	—	$154K	0.4%
Participant Loans Interest Rate at 5.25%-9.50%	Bonds / Notes	—	—	$148K	0.4%
Principal Blue Chip Fund Institutional Class Mutual Fund	Other securities	—	—	$140K	0.4%
Goldman Sachs Emerging Markets Equity Insights Fund Mutual Fund	Other securities	—	—	$133K	0.4%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$129K	0.3%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$120K	0.3%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$119K	0.3%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$116K	0.3%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$108K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$100K	0.3%
PIMCO High Yield Fund Mutual Fund	Mutual Funds	—	—	$88K	0.2%
AB Small Cap Growth Portfolio Mutual Fund	Other securities	—	—	$75K	0.2%
Amana Income Institutional Fund Mutual Fund	Other securities	—	—	$67K	0.2%
Fidelity Freedom Index Inc Fund Mutual Fund 747 * Fidelity Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.2%
PGIM Total Return BD R6 Mutual Fund	Other securities	—	—	$61K	0.2%
Fidelity Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$60K	0.2%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$60K	0.2%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$46K	0.1%
Amana Participation Fund Institutional Shares Mutual Fund	Other securities	—	—	$11K	<0.1%
Calvert Consolidated Allocation I Mutual Fund	Other securities	—	—	$4K	<0.1%
Calvert Moderate Allocation Fund Mutual Fund	Other securities	—	—	$3K	<0.1%
Fidelity Freedom Index 2070 Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%