How big is David Edgar Ovenden's plan?

David Edgar Ovenden's plan reported $5K in assets and 9 participants for 2024.

Original filing (PDF)20250717122838NAL0000133139001

David Edgar Ovenden

Name: David Edgar Ovenden — Loards Ice Cream Moraga 401(k), Form 5500 (2024)
Creator: David Edgar Ovenden
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loards Ice Cream Moraga 401(k) Plan

401(k) retirement plan · David Edgar Ovenden's Loards Ice Cream Moraga 401(k) Plan held $5K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Shirley Horner signed David Edgar Ovenden's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

David Edgar Ovenden's EIN is 46-3813312.

EIN 46-3813312

Plan number 001

Plan year 2024

ACK ID 20250717122838NAL0000133139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Edgar Ovenden from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Edgar Ovenden'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 DAVID EDGAR OVENDEN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVID EDGAR OVENDEN

EIN

all filings

Address

73 TAPPAN LN · ORINDA, CA · 94563

Phone

(925) 695-6764

Industry

Accommodation & Food Services

Plan administrator