How big is Ovation Senior Investments, LLC's plan?

Ovation Senior Investments, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250221095705NAL0014827106001

Ovation Senior Investments, LLC

Name: Ovation Senior Investments, LLC — OSI 401(k) Plan, Form 5500 (2024)
Creator: Ovation Senior Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSI 401(k) Plan

401(k) retirement plan · Ovation Senior Investments, LLC's OSI 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Chris Livesay signed Ovation Senior Investments, LLC's 2024 Form 5500 as plan administrator.

Chris Livesay — 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

Ovation Senior Investments, LLC's EIN is 42-4287989.

EIN 42-4287989

Plan number 001

Plan year 2024

ACK ID 20250221095705NAL0014827106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ovation Senior Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ovation Senior Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OVATION SENIOR INVESTMENTS, LLC.

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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