Original filing (PDF)20250723145344NAL0009008738001

ON THE MARK STRATEGIES

Name: ON THE MARK STRATEGIES — ON THE MARK 401(K) PLAN, Form 5500 (2024)
Creator: ON THE MARK STRATEGIES

Form 5500-SF

FILING_RECEIVED

ON THE MARK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$563K

Net assets (EOY)

$563K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ON THE MARK STRATEGIES.

Plan sponsor

Name

ON THE MARK STRATEGIES

EIN

37-1617921

Address

1709 FLOWERS DRIVE · CARROLLTON, TX · 75007

Phone

(972) 492-0719

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-23

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

Related plans

Similar-size All Other Professional Services plans

BUREAU VERITAS COMMODITIES AND TRADE, INC.

BUREAU VERITAS COMMODITIES AND TRADE, INC. RETIREMENT PLAN

$563K · 11 participants

DIAMOND LEARNING CENTER

DIAMOND LEARNING CENTER RETIREMENT TRUST

$563K · 39 participants

NEXSTRA, INC

NEXSTRA INC 401 K PLAN

$563K · 3 participants

SAN JUAN MUSIC GROUP, LTD

SAN JUAN MUSIC GROUP RETIREMENT PLAN

$563K · 4 participants

SCALEGRID, INC

SCALEGRID, INC RETIREMENT PLAN

$563K · 2 participants