How big is The Owners Representative LLC's plan?

The Owners Representative LLC's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20250411082525NAL0025976177001

The Owners Representative LLC

Name: The Owners Representative LLC — The Owners Represent, Form 5500 (2024)
Creator: The Owners Representative LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Owners Representative LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Owners Representative LLC's The Owners Representative LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Matthew Sokolowski signed The Owners Representative LLC's 2024 Form 5500 as plan administrator.

Matthew Sokolowski — 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

The Owners Representative LLC's EIN is 80-0270047.

EIN 80-0270047

Plan number 001

Plan year 2024

ACK ID 20250411082525NAL0025976177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Owners Representative LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Owners Representative LLC'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 THE OWNERS REPRESENTATIVE LLC.

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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