How big is Onward Capital LLC's plan?

Onward Capital LLC's plan reported $670K in assets and 96 participants for 2024.

Original filing (PDF)20251015095509NAL0004234017001

Onward Capital LLC

Name: Onward Capital LLC — Onward Reserve Retirement, Form 5500 (2024)
Creator: Onward Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onward Reserve Retirement Savings Plan

401(k) retirement plan · Onward Capital LLC's Onward Reserve Retirement Savings Plan held $670K in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

Plan identifiers

Onward Capital LLC's EIN is 27-3502590.

EIN 27-3502590

Plan number 001

Plan year 2024

ACK ID 20251015095509NAL0004234017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Onward Capital 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 CAPITAL LLC.

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Plan health score

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

100

Knocking points off