How big is Square One Management, LLC's plan?

Square One Management, LLC's plan reported $491K in assets and 13 participants for 2024.

Original filing (PDF)20250718065534NAL0002326882001

Square One Management, LLC

Name: Square One Management, LLC — Square One 401(k), Form 5500 (2024)
Creator: Square One Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Square One 401(k)

401(k) retirement plan · Square One Management, LLC's Square One 401(k) held $491K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

Kenneth Owens signed Square One Management, LLC's 2024 Form 5500 as plan administrator.

Kenneth Owens — 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

Square One Management, LLC's EIN is 54-2048077.

EIN 54-2048077

Plan number 001

Plan year 2024

ACK ID 20250718065534NAL0002326882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Square One Management, LLC'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 SQUARE ONE MANAGEMENT, LLC.

Finding similar companies…

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

Knocking points off