How big is Tamarak, LLC's plan?

Tamarak, LLC's plan reported $141K in assets and 10 participants for 2024.

Original filing (PDF)20251013130522NAL0002926882001

Tamarak, LLC

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

Form 5500-SF

FILING_RECEIVED

Tamarak 401(k) Plan

401(k) retirement plan · Tamarak, LLC's Tamarak 401(k) Plan held $141K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Randy Oveson signed Tamarak, LLC's 2024 Form 5500 as plan administrator.

Randy Oveson — 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

Tamarak, LLC's EIN is 81-2533207.

EIN 81-2533207

Plan number 001

Plan year 2024

ACK ID 20251013130522NAL0002926882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tamarak, 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 TAMARAK, LLC.

Finding similar companies…

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.

Plan sponsor

Name

TAMARAK, LLC

EIN

all filings

Address

2277 WEST 700 SOUTH, SUITE 3 · SPRINGVILLE, UT · 84663

Phone

(801) 853-9945

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Genser Energy Investments LLC

$141K · 4 participants

Pacific General Holdings LLC

$142K · 4 participants

Suncrest Wealth Management LLP

Suncrest Wealth Management LLP 401(k) Plan

$141K · 7 participants

Winnie Capital

Winnie Capital 401(k) Plan

$142K · 5 participants

Elevation Wealth Partners LLC

Elevation Wealth Partners LLC Cash Balance Plan

$142K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.