How big is Open Plan Systems' plan?

Open Plan Systems' plan reported $6.9M in assets and 114 participants for 2024.

Original filing (PDF)20250611082033NAL0026871872001

Open Plan Systems

Name: Open Plan Systems — Open Plan Systems Retirement, Form 5500 (2024)
Creator: Open Plan Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Plan Systems Retirement Plan

401(k) retirement plan · Open Plan Systems' Open Plan Systems Retirement Plan held $6.9M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

LISA HAGY signed Open Plan Systems' 2024 Form 5500 as plan administrator.

LISA HAGY — 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

Open Plan Systems' EIN is 54-2050136.

EIN 54-2050136

Plan number 001

Plan year 2024

ACK ID 20250611082033NAL0026871872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Open Plan Systems' 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 OPEN PLAN SYSTEMS.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score