How big is OWL Ventures, LLC's plan?

OWL Ventures, LLC's plan reported $3.0M in assets and 16 participants for 2024.

Original filing (PDF)20250723122315NAL0010309602001

OWL Ventures, LLC

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

Form 5500-SF

FILING_RECEIVED

OWL Ventures 401(k) Plan

401(k) retirement plan · OWL Ventures, LLC's OWL Ventures 401(k) Plan held $3.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

KATE Chhabra signed OWL Ventures, LLC's 2024 Form 5500 as plan administrator.

KATE Chhabra — 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

OWL Ventures, LLC's EIN is 47-1310159.

EIN 47-1310159

Plan number 001

Plan year 2024

ACK ID 20250723122315NAL0010309602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OWL Ventures, 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 OWL VENTURES, 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

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 (95th percentile).

Plan sponsor

Name

OWL VENTURES, LLC

EIN

all filings

Address

855 EL CAMINO REAL SUITE 13A-354 · PALO ALTO, CA · 94301

Phone

(415) 209-5675

Industry

Finance & Insurance

Plan administrator