How big is OUI Financial LLC's plan?

OUI Financial LLC's plan reported $222K in assets and 6 participants for 2025.

Original filing (PDF)20260504220444NAL0000324801006

OUI Financial LLC

Name: OUI Financial LLC — OUI Financial 401(k) Plan, Form 5500 (2025)
Creator: OUI Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OUI Financial 401(k) Plan

401(k) retirement plan · OUI Financial LLC's OUI Financial 401(k) Plan held $222K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Elantha Barry signed OUI Financial LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

OUI Financial LLC's EIN is 82-5453711.

EIN 82-5453711

Plan number 001

Plan year 2025

ACK ID 20260504220444NAL0000324801006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OUI Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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