Original filing (PDF)20241014130342NAL0053617538001

OVERHAUL GROUP, INC.

Name: OVERHAUL GROUP, INC. — OVERHAUL GROUP, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: OVERHAUL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

OVERHAUL GROUP, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

149

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERHAUL GROUP, INC..

Plan sponsor

Name

OVERHAUL GROUP, INC.

EIN

47-4528589

Address

6801 NORTH CAPITAL OF TEXAS HIGHWAY · SUITE 225 · AUSTIN, TX · 78731

Phone

(512) 265-3797

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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