How big is OGAM, LP's plan?

OGAM, LP's plan reported $1.3M in assets and 46 participants for 2023.

Original filing (PDF)20240607050517NAL0023181041001

OGAM, LP

Name: OGAM, LP — OGAM, LP 401(k) Plan, Form 5500 (2023)
Creator: OGAM, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OGAM, LP 401(k) Plan

401(k) retirement plan · OGAM, LP's OGAM, LP 401(k) Plan held $1.3M in plan assets for 46 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Chanelle Camilleri signed OGAM, LP's 2023 Form 5500 as plan administrator.

Chanelle Camilleri — 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

OGAM, LP's EIN is 82-0613638.

EIN 82-0613638

Plan number 001

Plan year 2023

ACK ID 20240607050517NAL0023181041001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for OGAM, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

OGAM, LP'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 OGAM, LP.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OGAM, LP

EIN

all filings

Address

3737 BUFFALO SPEEDWAY · SUITE 700 · HOUSTON, TX · 77098

Phone

(713) 275-0185

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-02-01

Tax period

2023-12-31

Filed

2024-06-07

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

G&S Capital, LLC

G&S Capital, LLC 401(k) P/S Plan

$1.3M · 8 participants

Juliann Laughter

Kings PATH Partners LLC 401(k) Profit Sharing Plan & Trust

$1.3M · 8 participants

Financial Services of Central Florida, Inc.

Financial Services of Central Florida, Inc. 401(k) Profit Sharing Plan

$1.3M · 3 participants

First Investment Corporation

First Investment Corporation 401(k) Profit Sharing Plan & Trust

$1.4M · 3 participants

Marin Financial Advisors, LLC

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