How big is Open Compliance & Ethics Group's plan?

Open Compliance & Ethics Group's plan reported $1.3M in assets and 1 participants for 2025.

Original filing (PDF)20260520102234NAL0003155218001

Open Compliance & Ethics Group

Name: Open Compliance & Ethics Group — Open Compliance &, Form 5500 (2025)
Creator: Open Compliance & Ethics Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Compliance & Ethics Group 401(k) Plan

401(k) retirement plan · Open Compliance & Ethics Group's Open Compliance & Ethics Group 401(k) Plan held $1.3M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jeanna Legay signed Open Compliance & Ethics Group's 2025 Form 5500 as plan administrator.

Jeanna Legay — 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 Compliance & Ethics Group's EIN is 59-3771849.

EIN 59-3771849

Plan number 001

Plan year 2025

ACK ID 20260520102234NAL0003155218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Open Compliance & Ethics Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Open Compliance & Ethics Group'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 OPEN COMPLIANCE & ETHICS GROUP.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

OPEN COMPLIANCE & ETHICS GROUP

EIN

all filings

Address

4144 N 44TH STREET · SUITE 6 · PHOENIX, AZ · 85018

Phone

(602) 667-6234

Industry

Educational Services

Plan administrator