Original filing (PDF)20250930093547NAL0019173506001

OVERTURE HOLDINGS LLC

Name: OVERTURE HOLDINGS LLC — OVERTURE HOLDINGS LLC 401(K) PLAN, Form 5500 (2024)
Creator: OVERTURE HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

OVERTURE HOLDINGS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERTURE HOLDINGS LLC.

Plan sponsor

Name

OVERTURE HOLDINGS LLC

EIN

84-3018870

Address

2099 GAITHER RD STE 110 · ROCKVILLE, MD · 208504000

Phone

(301) 538-8115

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PEVETO FINANCIAL GROUP, LLC

PEVETO FINANCIAL GROUP 401(K) PLAN

$2.8M · 4 participants

KAPLAN FINANCIAL GROUP, LLC

KAPLAN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$2.8M · 8 participants

CFO WEALTH ADVISORS, INC.

CFO WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$2.8M · 10 participants

SHOT TOWER CAPITAL

SHOT TOWER CAPITAL CASH BALANCE PLAN

$2.8M · 6 participants

GRIDMATIC, INC.

GRIDMATIC, INC. 401(K) PLAN

$2.8M · 41 participants