How big is Orman Guidance, Inc.'s plan?

Orman Guidance, Inc.'s plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250224120309NAL0022981682001

Orman Guidance, Inc.

Name: Orman Guidance, Inc. — Orman Guidance, Inc. 401(k), Form 5500 (2024)
Creator: Orman Guidance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orman Guidance, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Orman Guidance, Inc.'s Orman Guidance, Inc. 401(k) Profit Sharing Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Anne Golden signed Orman Guidance, Inc.'s 2024 Form 5500 as plan administrator.

Anne Golden — 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

Orman Guidance, Inc.'s EIN is 41-1250939.

EIN 41-1250939

Plan number 002

Plan year 2024

ACK ID 20250224120309NAL0022981682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orman Guidance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORMAN GUIDANCE, 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