Original filing (PDF)20251015095509NAL0004234017001

ONWARD CAPITAL LLC

Name: ONWARD CAPITAL LLC — ONWARD RESERVE RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ONWARD CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

ONWARD RESERVE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONWARD CAPITAL LLC.

Plan sponsor

Name

ONWARD CAPITAL LLC

EIN

27-3502590

Address

116 BENNETT ST · ATLANTA, GA · 30309

Phone

(404) 245-0400

Industry

Retail Tradesee all

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

2025-10-15

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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