Original filing (PDF)20240927093307NAL0003276960001

OTEMANU GROUP LLC

Name: OTEMANU GROUP LLC — OTEMANU GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: OTEMANU GROUP LLC

Form 5500-SF

FILING_RECEIVED

OTEMANU GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

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

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTEMANU GROUP LLC.

Plan sponsor

Name

OTEMANU GROUP LLC

EIN

84-2337917all filings

Address

495 GRAND BOULEVARD · SUITE 206 · MIRAMAR BEACH, FL · 32550

Phone

(404) 862-9836

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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