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OPEN COMPLIANCE & ETHICS GROUP — OPEN COMPLIANCE & ETHICS GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250606132454NAL0009201971001
OPEN COMPLIANCE & ETHICS GROUP
Form 5500-SF
FILING_RECEIVED
OPEN COMPLIANCE & ETHICS GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPEN COMPLIANCE & ETHICS GROUP
.
Find decision makers
Plan sponsor
Name
OPEN COMPLIANCE & ETHICS GROUP
EIN
59-3771849
Address
4144 N 44TH STREET · SUITE 6 · PHOENIX, AZ · 85018
Phone
(602) 667-6234
Industry
Educational Services
see all
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
2025-06-06
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
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Helping the score
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Auditor
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Trustee / custodian
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Trustee phone
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