Original filing (PDF)20250911113531NAL0000633490001

OWNERS GROUP, INC.

Name: OWNERS GROUP, INC. — OWNERS GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OWNERS GROUP, INC.

Form 5500-SF

FILING_RECEIVED

OWNERS GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

167

Accounts w/ balance

119

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWNERS GROUP, INC..

Plan sponsor

Name

OWNERS GROUP, INC.

EIN

39-1808472

Address

150 N. PATRICK BLVD #50 · BROOKFIELD, WI · 53045

Phone

(262) 641-0500

Industry

Educational 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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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