Back to filter
Original filing (PDF)20250723131017NAL0008763298001
OPEN UP RESOURCES
Form 5500-SF
FILING_RECEIVED
OPEN UP RESOURCES 401(K) PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
81
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN UP RESOURCES.
Plan sponsor
Name
OPEN UP RESOURCES
EIN
47-3240638
Address
1600 EL CAMINO REAL STE 155 · MENLO PARK, CA · 940254120
Phone
(800) 460-9216
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
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 providersRelated plans
Similar-size Educational Services plans
KIDS' BASE & THE LITTLE SCHOOL
RETIREMENT PLAN FOR THE EMPLOYEES OF KIDS' BASE AND THE LITTLE SCHOOL
$4.2M · 52 participants
VOCATIONAL GUIDANCE SERVICES
VOCATIONAL GUIDANCE SERVICES PENSION PLAN
$4.2M · 5 participants
WILLIAM JAMES COLLEGE
WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN A
$4.2M · 94 participants
THE COLLEGE OF WESTCHESTER
BUSINESS SCHOOL DEFINED CONTRIBUTION PLAN II
$4.2M · 47 participants
AFT MICHIGAN
AFT MICHIGAN 401(K) PROFIT SHARING PLAN
$4.2M · 48 participants
THE BARNESVILLE SCHOOL, INC.
THE BARNESVILLE SCHOOL INC. INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN
$4.2M · 93 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B