· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OVSAK FINANCIAL SERVICES, INC — OVSAK FINANCIAL SERVICES 401K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240722132638NAL0006399091001
OVSAK FINANCIAL SERVICES, INC
Form 5500-SF
FILING_RECEIVED
OVSAK FINANCIAL SERVICES 401K PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
18
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OVSAK FINANCIAL SERVICES, INC
.
Find decision makers
Plan sponsor
Name
OVSAK FINANCIAL SERVICES, INC
EIN
41-1722517
Address
720 5TH ST N · BRECKENRIDGE, MN · 565201114
Phone
(218) 643-2679
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
EXECUTIVE BENEFIT SERVICES, INC.
JOHN G. UTTER 401(K) PROFIT SHARING PLAN
$2.4M · 5 participants
FRANKEL LERNER OCONNOR, INC.
STEPHEN B. FRANKEL & CO. CASH BALANCE PLAN
$2.4M · 7 participants
DUPREE JACOB & ASSOCIATES
DUPREE JACOB AND ASSOCIATES 401(K) PLAN
$2.4M · 23 participants
THE GREENSPAN CO./ADJUSTERS INTERNATIONAL
THE GREENSPAN COMPANY CASH BALANCE PENSION PLAN
$2.4M · 38 participants
CLAIMS RESOLUTION CORPORATION, INC.
CLAIMS RESOLUTION CORPORATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.4M · 58 participants
BLAHA IOLI SERVICES, INC
BLAHA IOLI SERVICES, INC. 401K PLAN
$2.4M · 7 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
