How big is Onward LLC's plan?

Onward LLC's plan reported $864K in assets and 13 participants for 2024.

Original filing (PDF)20250612065945NAL0046877954001

Onward LLC

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

Form 5500-SF

FILING_RECEIVED

Onward 401(k) Plan

401(k) retirement plan · Onward LLC's Onward 401(k) Plan held $864K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

People on this filing

Mamie Western signed Onward LLC's 2024 Form 5500 as plan administrator.

Mamie Western — 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

Onward LLC's EIN is 27-3259641.

EIN 27-3259641

Plan number 001

Plan year 2024

ACK ID 20250612065945NAL0046877954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onward 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 ONWARD 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ONWARD LLC

EIN

all filings

Address

66 HARBOR LANE · KEMAH, TX · 77565

Phone

(281) 957-7043

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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