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Original filing (PDF)20251010171053NAL0004818083001
OPENLY LLC
Form 5500
FILING_RECEIVED
OPENLY LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 10.8 moNo recordkeeper disclosed
Active participants
357
Accounts w/ balance
326
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 10.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPENLY LLC.
Plan sponsor
Name
OPENLY LLC
EIN
82-2540752
Address
131 DARTMOUTH STREET · 3RD FLOOR · BOSTON, MA · 02116
Phone
(262) 214-5449
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
SAVEDAY, INC
EIN
47-4977095
City
AUSTIN, TX
Phone
(650) 684-7283
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVEDAY INC. | 47-4977095 | AUSTIN, TX | BD, RIA, TPA | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.