How big is Oppenheimer-Marks Services, L.L.C.'s plan?

Oppenheimer-Marks Services, L.L.C.'s plan reported $85K in assets and 2 participants for 2024.

Original filing (PDF)20251006143202NAL0009189394001

Oppenheimer-Marks Services, L.L.C.

Name: Oppenheimer-Marks Services, L.L.C. — Home Instead, Form 5500 (2024)
Creator: Oppenheimer-Marks Services, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home Instead Senior Care 401(k) Plan

401(k) retirement plan · Oppenheimer-Marks Services, L.L.C.'s Home Instead Senior Care 401(k) Plan held $85K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Nancy Oppenheimer-Marks signed Oppenheimer-Marks Services, L.L.C.'s 2024 Form 5500 as plan administrator.

Nancy Oppenheimer-Marks — 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

Oppenheimer-Marks Services, L.L.C.'s EIN is 75-2800382.

EIN 75-2800382

Plan number 001

Plan year 2024

ACK ID 20251006143202NAL0009189394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oppenheimer-Marks Services, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oppenheimer-Marks Services, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPPENHEIMER-MARKS SERVICES, L.L.C..

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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 (100th percentile).

Plan sponsor

Name

OPPENHEIMER-MARKS SERVICES, L.L.C.

EIN

all filings

Address

12850 SPURLING DR., SUITE 100 · DALLAS, TX · 75230

Phone

(972) 239-3934

Industry

Health Care & Social Assistance

Plan administrator