How big is ORE Financial Services, LLC's plan?

ORE Financial Services, LLC's plan reported $4.0M in assets and 27 participants for 2023.

Original filing (PDF)20240423114354NAL0001496305001

ORE Financial Services, LLC

Name: ORE Financial Services, LLC — ORE Financial Services, Form 5500 (2023)
Creator: ORE Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ORE Financial Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ORE Financial Services, LLC's ORE Financial Services LLC 401(k) Profit Sharing Plan held $4.0M in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

ORE Financial Services, LLC's EIN is 81-1181696.

EIN 81-1181696

Plan number 001

Plan year 2023

ACK ID 20240423114354NAL0001496305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for ORE Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

ORE Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORE FINANCIAL SERVICES, 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