How big is Operose Advisors LLC's plan?

Operose Advisors LLC's plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20250903114107NAL0009382291001

Operose Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Operose Advisors LLC 401(k) PS Plan and Trust

401(k) retirement plan · Operose Advisors LLC's Operose Advisors LLC 401(k) PS Plan and Trust held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Caroline Jankowski signed Operose Advisors LLC's 2024 Form 5500 as plan administrator.

Caroline Jankowski — 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

Operose Advisors LLC's EIN is 81-4958026.

EIN 81-4958026

Plan number 001

Plan year 2024

ACK ID 20250903114107NAL0009382291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Operose Advisors LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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