Original filing (PDF)20250922122820NAL0012255586001

OVERWATCH ENTERPRISES, LLC

Name: OVERWATCH ENTERPRISES, LLC — LT ROSE MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024)
Creator: OVERWATCH ENTERPRISES, LLC

Form 5500-SF

FILING_RECEIVED

LT ROSE MANAGEMENT CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

OVERWATCH ENTERPRISES, LLC

EIN

45-3032008

Address

138 OLD SAN ANTONIO RD SUITE 305 · BOERNE, TX · 78006

Phone

(830) 816-5405

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Mining, Quarrying, Oil & Gas plans

ZIEGENFUSS DRILLING, INC.

ZIEGENFUSS DRILLING, INC. 401(K) AND PROFIT SHARING PLAN

$404K · 16 participants

SETCO PACKERS, INC.

SETCO PACKERS, INC. 401K PROFIT SHARING PLAN

$405K · 3 participants

OMC POWER SYSTEMS, INC.

OMC, INC. EMPLOYEE'S 401(K) PLAN

$407K · 3 participants

MILLER & SONS TRUCKING, INC.

MILLER & SONS TRUCKING, INC. 401(K) PLAN

$401K · 4 participants

OLMSTEAD BROTHERS WELL SERVICE

OLMSTEAD BROTHERS WELL SERVICE 401(K) PLAN