How big is OWL Cyber Defense Solutions, LLC's plan?

OWL Cyber Defense Solutions, LLC's plan reported $25.4M in assets and 227 participants for 2024.

Original filing (PDF)20250912103455NAL0001229681001

OWL Cyber Defense Solutions, LLC

Name: OWL Cyber Defense Solutions, LLC — OWL Cyber Defense, Form 5500 (2024)
Creator: OWL Cyber Defense Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

OWL Cyber Defense Solutions, LLC Retirement Plan

401(k) retirement plan · OWL Cyber Defense Solutions, LLC's OWL Cyber Defense Solutions, LLC Retirement Plan held $25.4M in plan assets for 227 participants in 2024.

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

227

Accounts w/ balance

270

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

People on this filing

Kelly Durante signed OWL Cyber Defense Solutions, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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 Cyber Defense Solutions, LLC's EIN is 52-2195633.

EIN 52-2195633

Plan number 001

Plan year 2024

ACK ID 20250912103455NAL0001229681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OWL Cyber Defense Solutions, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 565K (11% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

OWL CYBER DEFENSE SOLUTIONS, LLC

EIN

all filings

Address

42 OLD RIDGEBERRY ROAD · DANBURY, CT · 06810

Phone

(203) 894-9342

Industry

Manufacturing

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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PBMARES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KELLY FINANCIAL ADVISORS, LLC	52-2145906	ANNAPOLIS, MD	ADVISOR	$63K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL CAPITAL SERVICES, LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$33K	—

Investments

37 direct securities· $25.2M(99% of reported assets)

Mutual Funds

$16.2M

27 holdings

Other securities

$5.1M

6 holdings

Common Collective Trusts

$3.2M

2 holdings

Cash / Money Market

$669K

1 holding

Bonds / Notes

$68K

1 holding

					% of plan
Schwab S&P 500 Index	Common Collective Trusts	—	—	$3.2M	12.5%
BlackRock 80/20 Target Allocation	Other securities	—	—	$2.8M	10.9%
American Funds 2050 Trgt Date	Mutual Funds	—	—	$2.6M	10.1%
American Funds 2035 Trgt Date	Mutual Funds	—	—	$1.9M	7.6%
American Funds 2040 Trgt Date	Mutual Funds	—	—	$1.9M	7.4%
American Funds 2030 Trgt Date	Mutual Funds	—	—	$1.7M	6.7%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$1.2M	4.7%
BlackRock 60/40 Target Allocation	Other securities	—	—	$1.2M	4.7%
American Funds 2045 Trgt Date	Mutual Funds	—	—	$1.2M	4.6%
American Funds 2025 Trgt Date	Mutual Funds	—	—	$854K	3.4%
BlackRock 20/80 Target Allocation	Other securities	—	—	$777K	3.1%
Interest-bearing cash	Cash / Money Market	—	—	$669K	2.6%
Vanguard Value Index Adm	Mutual Funds	—	—	$635K	2.5%
American Funds 2055 Trgt Date	Mutual Funds	—	—	$625K	2.5%
American Funds 2060 Trgt Date	Mutual Funds	—	—	$520K	2.0%
Vanguard Mid-Cap Growth Index	Mutual Funds	—	—	$381K	1.5%
Fidelity Mid Cap Index	Mutual Funds	—	—	$350K	1.4%
American Funds 2020 Trgt Date	Mutual Funds	—	—	$279K	1.1%
Vanguard Developed Markets	Mutual Funds	—	—	$266K	1.0%
Vanguard Mid-Cap Value Index	Mutual Funds	—	—	$247K	1.0%
Vanguard International Growth	Mutual Funds	—	—	$233K	0.9%
Fidelity Small Cap Index	Mutual Funds	—	—	$223K	0.9%
Vanguard Small Cap Growth Index	Mutual Funds	—	—	$220K	0.9%
Vanguard Short-Term Investment	Mutual Funds	—	—	$217K	0.9%
BlackRock 40/60 Target Allocation	Other securities	—	—	$198K	0.8%
American Funds 2065 Trgt Date	Mutual Funds	—	—	$194K	0.8%
Vanguard Small Cap Value Index	Mutual Funds	—	—	$187K	0.7%
DFA Real Estate Securities I	Mutual Funds	—	—	$118K	0.5%
JP Morgan JPMorgan Emerging Markets Equity	Other securities	—	—	$92K	0.4%
Participants 4.25% - 10.50%; maturing through 2044	Bonds / Notes	—	—	$68K	0.3%
Vanguard Total Intl Bd Idx Admiral	Common Collective Trusts	—	—	$62K	0.2%
Vanguard International Value Inv	Mutual Funds	—	—	$52K	0.2%
American Funds Bond Fund of Amer R6	Mutual Funds	—	—	$43K	0.2%
Schwab Treasury Infl Protected	Mutual Funds	—	—	$42K	0.2%
Federated Hermes Federated Hermes Instl High Yield	Other securities	—	—	$39K	0.2%
DFA International Small Company	Mutual Funds	—	—	$29K	0.1%
Vanguard Long-Term Treasury	Mutual Funds	—	—	$10K	<0.1%