How big is OWL Cove's plan?

OWL Cove's plan reported $60K in assets and 10 participants for 2024.

Back to filter

Original filing (PDF)20251006170038NAL0003833649001

OWL Cove

Name: OWL Cove — Form 5500 (2024)
Creator: OWL Cove
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OWL Cove

401(k) retirement plan · OWL Cove held $60K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Diana Fenstermacher signed OWL Cove's 2024 Form 5500 as plan administrator.

Diana Fenstermacher — 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 Cove's EIN is 47-5038566.

EIN 47-5038566

Plan number 001

Plan year 2024

ACK ID 20251006170038NAL0003833649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OWL Cove's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OWL COVE

EIN

all filings

Address

217 E BROAD ST · BETHLEHEM, PA · 18018

Phone

(610) 997-7200

Industry

Other Services (ex. Public Admin)

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Paul Mitchell the School Colorado Springs

DSKM Group LLC 401(k) Plan

$60K · 13 participants

CUTS Unlimited LLC

CUTS Unlimited 401(k) Plan

$60K · 7 participants

Love WHAT YOU DO LLC DBA Waters Edge Salon & Spa

Water's Edge Salon & Spa 401(k) Plan

$60K · 7 participants

Sierra Academy of Style LLC

Sierra Academy of Style LLC 401(k) Profit Sharing Plan & Trust

$59K · 4 participants

Kyle Brook Inc.

Kyle Brook Inc. 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.