How big is Ownership Advisors Inc.'s plan?

Ownership Advisors Inc.'s plan reported $845K in assets and 2 participants for 2024.

Original filing (PDF)20250714154819NAL0001729744001

Ownership Advisors Inc.

Name: Ownership Advisors Inc. — Ownership Advisors Inc., Form 5500 (2024)
Creator: Ownership Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ownership Advisors Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ownership Advisors Inc.'s Ownership Advisors Inc. 401(k) Profit Sharing Plan & Trust held $845K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

People on this filing

Richard Tanner signed Ownership Advisors Inc.'s 2024 Form 5500 as plan administrator.

Richard Tanner — 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

Ownership Advisors Inc.'s EIN is 34-1884978.

EIN 34-1884978

Plan number 001

Plan year 2024

ACK ID 20250714154819NAL0001729744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ownership Advisors Inc.'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 OWNERSHIP ADVISORS INC.

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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