How big is Owen & Owen, PLLC's plan?

Owen & Owen, PLLC's plan reported $660K in assets and 6 participants for 2024.

Original filing (PDF)20251008105050NAL0005719585001

Owen & Owen, PLLC

Name: Owen & Owen, PLLC — Owen & Owen, PLLC 401(k) Plan, Form 5500 (2024)
Creator: Owen & Owen, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Owen & Owen, PLLC 401(k) Plan

401(k) retirement plan · Owen & Owen, PLLC's Owen & Owen, PLLC 401(k) Plan held $660K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

Plan identifiers

Owen & Owen, PLLC's EIN is 64-0741894.

EIN 64-0741894

Plan number 001

Plan year 2024

ACK ID 20251008105050NAL0005719585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Owen & Owen, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Owen & Owen, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWEN & OWEN, PLLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

OWEN & OWEN, PLLC

EIN

all filings

Address

P. O. DRAWER 420 · 141 25TH AVENUE · GULFPORT, MS · 39502

Phone

(228) 868-2821

Industry

Law Offices· Professional & Technical Services

Plan administrator