Original filing (PDF)20240828101552NAL0025845458001

O/G TRUST SERVICES, LLC

Name: O/G TRUST SERVICES, LLC — O/G TRUST SERVICES, Form 5500 (2023)
Creator: O/G TRUST SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

O/G TRUST SERVICES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O/G TRUST SERVICES, LLC.

Plan sponsor

Name

O/G TRUST SERVICES, LLC

EIN

81-3751835

Address

500 WEST 7TH STREET, SUITE 827 · FORT WORTH, TX · 76102

Phone

(919) 451-8347

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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